Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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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
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How to Add a Spouse to a House Deed: Complete Guide (2026)
You can add your spouse to your home’s deed by using a notarized quitclaim deed or adding them to your will.
· 7 min read
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What Makes a Will Invalid
A will is your final act—ensure it's valid so your wishes are honored. Avoid these common pitfalls to ensure your document is ironclad.
· 6 min read
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Why Name an Alternate Executor in Your Will?
Naming an alternate executor in your will means you have a say as to who will act as your executor if your chosen representative is unable to fulfill their role.
· 6 min read
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How to Contest a Will and When You Should
Grief is hard, and it can be compounded when you're sure there's a problem with the will. If you believe that a loved one's will contains mistakes or is invalid, you might be able to contest it.
· 9 min read
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What Does the Executor of a Will Get Paid?
Wondering how executors get paid for settling an estate? Discover the rules, fee structures, and factors that determine executor compensation.
· 7 min read
