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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Quitclaim Deeds: An Overview
Quitclaim deeds are an easy way to convey property to another, but be careful, as there may be unknown title issues that may arise. Learn more about quitclaim deeds and how to use them.
· 3 min read
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What Is a Pour-Over Will?
Living trusts can help you avoid probate, but can be tricky to fund, that’s why a pour-over will is a good safety device to protect intended beneficiaries. Find out more about pour-over wills, how they help you, and more.
· 4 min read
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What Is the Difference Among a Guardian, Trustee, and Executor?
Parents with minor children face unique issues when creating wills, this article discusses the choices that parents of minor children must make when creating a last will and testament.
· 3 min read
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What Is a Beneficiary? Your Complete Guide
If you don’t appoint a beneficiary, your valuables and legacy might get passed on to the wrong person. Understand all you need to know about beneficiaries and how to select the right one with confidence.
· 12 min read
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What Is a Trust Account?
There are different types of trusts for different needs, but they all function in the same way.
· 3 min read
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What is an Estate Sale?
An estate sale is a quick way to make some money by offloading a loved one’s possessions. However, if the sale isn’t done properly, it can cause undue stress and financial complications. Understand what an estate sale is and how the process works.
· 8 min read
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What Is an AB Trust?
Married couples can create an AB trust to avoid double taxation for the surviving spouse if one passes away. Learn more about this valuable estate planning tool in our guide.
· 4 min read
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What Does an Executor Do (Definition)?
Need a simple, non-legalese “executor" definition? An executor is the person who handles a deceased person's estate, making sure all property is distributed according to the decedent's wishes and that all debts are paid. Usually, executors are close family members of the deceased—spouses, children, parents, or siblings—but the person writing a will (the “testator") can choose anyone to fulfill this role.
· 3 min read
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Where to Store a Last Will
After you've made a last will, one question many people have is where to store the document. Before you decide to store it in a plastic bag in your freezer, one thing to note is that you have options for where to safely store your will.
· 4 min read
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Estate Planning Mistakes to Avoid
Many people put off estate planning because the process seems intimidating, but planning your estate doesn't have to be difficult. Check out these common and easily avoidable mistakes before you get started.
· 2 min read
