Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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Family Trust vs. Living Trust: What's the Difference?
Both a family trust and a living trust can help you achieve your estate planning goals, but which one is better for you depends on your needs.
· 3 min read
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The Basics of Probate Accounting
If you have been designated the personal representative for a deceased relative or friend, you need to understand the basics of how to handle the probate accounting.
· 4 min read
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Reasons to Appoint a Co-Executor of Your Will
An important part of estate planning is selecting an executor for your will. In some situations, it may be a good idea to designate two or more co-executors.
· 3 min read
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10 Ways to Prepare to Help Your Parents Manage Their Finances
These 10 actions can help open the lines of communication and determine where you can play a role.
· 4 min read
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5 Steps to Protect Family Heirlooms
Use these tips to avoid disputes over cherished family items.
· 2 min read
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Top Five Mistakes to Avoid Writing a Living Trust
A living trust can be an important part of your estate plan, but watch out for errors that could hamper your estate planning objectives or invalidate the trust.
· 4 min read
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Estate Plan Strategies for Small Business Owners
What happens to your business after your death depends a lot on decisions you make now.
· 4 min read
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Rights and Responsibilities of a Remainderman
Do you stand to inherit property or plan to reserve a life estate in property? Read up on the basics of the rights and duties of a remainderman.
· 3 min read
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Contingent Beneficiary vs. Primary Beneficiary
One of the best ways to make sure your assets are handled according to your wishes is to designate both primary and contingent beneficiaries. Learn the difference between the two so you can make an informed decision.
· 4 min read
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How an Estate Plan Can Protect Your Business, Family
With the right estate plan, you can minimize the chance your business will suffer or cause family conflicts after your death.
· 3 min read
