Implementing Your Estate Plan


What’s the benefit of having an estate plan? Why do you need one?

While the legal and financial issues can be complex, the benefit is very simple: an estate plan ensures that your assets are managed in the event of your incapacity and are distributed according to your wishes at your death. A solid estate plan also helps preserve assets by minimizing estate taxes and other expenses associated with inheritance.

A good estate plan:

  • Identifies who will inherit your assets and how your beneficiaries will receive them.
  • Determines who will manage your estate and who can act on your behalf if you are incapacitated.
  • Minimizes estate taxes, income taxes, and administrative costs for your heirs.
  • Provides funds to cover immediate family needs.
  • Helps avoid conflicts and protects your family’s privacy.

TIAA-CREF Trust Company can administer and manage personal trusts established under an estate plan. In addition, our Wealth Planning Specialists have the expertise required to work with your attorney and tax advisor to implement your estate plan.

Ready to get started?

  • Call us at 800 927-3059, weekdays 8:00 a.m. to 7:00 p.m. ET.

Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.

TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor, provides investment advisory services. Trust services are provided by TIAA-CREF Trust Company, FSB.

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