Estate Planning

Estate Planning and Inheritance

The Importance of Planning

Estate planning is an effective way for you to plan how your assets will be distributed according to your wishes. Common planning strategies include wills, trusts, and transfer on death (TOD) registrations.

Wills, Trusts, Transfer on Death (TOD)

Many people postpone the process of writing a will for a variety of reasons. However, you will likely find that completing your estate planning will provide you with peace of mind. You may want to consider meeting with an estate planner or attorney due to the complexities of estate planning laws.

Selecting beneficiaries, for example, ensures that your assets are distributed according to your wishes. By adding a beneficiary designation to the accounts you own with American Century, you can simplify the asset transfer process for your heirs.

You and loved ones can rely on our Estate Transfer team to carry out your estate plan.

We can help you implement your estate plan, but American Century does not provide estate planning services or tax advice. Please contact an estate planner, attorney, or tax adviser for advice regarding your situation.

Questions?

Speak with an Estate Transfer Specialist
M-F, 8 a.m.-5 p.m. Central time

1-800-422-3301

    Mailing Addresses

    U.S. Mail:
    PO Box 419200
    Kansas City, MO
    64141-6200
    
    Overnight:  
    430 W. 7th St.
    Kansas City, MO
    64105-1407