Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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How to Buy and Sell Probate Property
Probate can be a great opportunity to buy real estate. Find out how and when probate property is sold and how to take advantage of it.
· 10 min read
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What is a Trustee and What do They do?
Part asset manager, part legal representative, a trustee is responsible for carrying out the deceased’s final wishes and protecting their beneficiaries.
· 29 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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Appointing a Legal Guardian
Learn why you should appoint a legal guardian for your children, the rights and responsibilities of the legal guardian, and the steps that you need to take to appoint someone.
· 7 min read
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What Happens to a Bank Account When Someone Dies? What If There Is No Beneficiary?
Settling an estate can feel complicated, but it doesn’t have to be. Learn about the most common types of asset distributions and how they might impact you.
· 6 min read
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What Is an Executor of Estate? A Legal Guide
An executor of estate is legally responsible for managing the estate's assets and financial matters as per the deceased person's wishes.
· 9 min read
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When Is an Estate Planning Attorney Crucial to Your Estate Plan?
An estate planning attorney helps protect your beneficiaries from dealing with the probate court and ensures your wishes are followed after you're gone.
· 7 min read
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Understanding a Healthcare Proxy
An essential element of your estate plan, a healthcare proxy takes effect when you're temporarily incapacitated—but requirements vary by state.
· 5 min read
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Run Your Home Like a Business: Your Estate Planning Checklist
An estate plan allows you to express what you want to happen should you become incapacitated, as well as make sure your possessions end up in the right hands after your death.
· 4 min read
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How to Get a Death Certificate
You may need a copy of your loved one's death certificate as you begin to wrap up their affairs. Here's what you need to know to take the necessary steps to finish handling your loved one's estate.
· 7 min read
