Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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Will vs. Living Trust: Which Is Best for Your Estate Planning?
Wills and trusts can help you shape an estate plan to fit your needs. Knowing the differences between wills vs. living trusts can help you decide whether you need just one or both.
· 9 min read
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What to Do When Someone Dies: Immediate Next Steps
After a loved one dies, it can be understandable to feel lost in grief and not know what to do. These 10 steps can be your guide in the first few days and weeks.
· 9 min read
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What Is a Letter of Testamentary and Why Do You Need One?
In order to fulfill your duties as the executor of an estate, you must first be granted the authority through a letter of testamentary. Read on to learn more.
· 9 min read
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What Happens to Credit Card Debt when You Die?
You've done all the research and made sure your assets will be distributed to your heirs, but what happens to your credit card debt? And what about when you have more debts than assets? Get the skinny on how the courts settle your debt when you die.
· 2 min read
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What Does Per Stirpes Mean in Estate Planning?
Per stirpes is the legal term for how assets are distributed if a beneficiary dies before you. Learn how it impacts your legacy and estate.
· 17 min read
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Trust vs. Will: Key Differences
Trusts and wills are some of the most common estate planning tools, but each comes with its own advantages, disadvantages, and details to consider.
· 10 min read
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Trustee vs. Executor: What’s the difference
An executor distributes assets under the probate court's supervision, while a trustee may manage an estate for many years and even for life.
· 23 min read
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Transfer on Death Deed: What It Is and How It Works
A transfer on death deed specifies who inherits property after the owner’s death, offering a simple and inexpensive way to avoid probate for real estate.
· 6 min read
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Joint Tenancy vs. Tenants in Common: What's the Difference?
Tenancy in common and joint tenancy are two ways people can own property together. Learn the difference between them here.
· 4 min read
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How to Open an Estate Account: A Step-by-Step Guide
Learn why an estate account is an ideal vehicle to properly administer an estate and how you can easily open one.
· 8 min read
