Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
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What Is a Grantor Trust? Definition, Rules, and Taxes
A grantor trust is considered a “disregarded entity” by the IRS and comes with its own benefits, risks, and unique rules to consider.
· 27 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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Ohio Last Will and Testament
A last will protects your wishes when you die. Learn about specific laws that affect last wills in Ohio, how to get a last will, what can be left to your heirs, and more.
· 7 min read
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How to Choose a Name for Your Trust
Find out what factors to consider when naming your trust—and whether or not you can change the name once your trust is funded.
· 8 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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Florida Last Will and Testament: A Comprehensive Guide
Florida has specific laws about how last wills can protect your family. Find out how to get a last will, how to change a will, who can and more.
· 35 min read
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How to Create a Lottery Trust to Protect Your Winnings
A lottery trust can help protect your assets and privacy, and help you control how your winnings are invested, distributed, and taxed.
· 8 min read
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Power of Attorney vs. Executor: Estate Planning Basics
One of the first steps in protecting your future is learning the key differences between a power of attorney and an executor. Get all the details here.
· 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
