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 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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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
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Don't Have a Will? 10 Common but Misguided Excuses
Although making a will might seem like a big task—it isn't. A will is simple and straightforward, and something that everyone should have. Yet, many people don't. And why not? Read on for the 10 most common excuses along with some common sense tips to help overcome them.
· 6 min read
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Should You Put Online Passwords in Your Will?
People are using the Internet to manage more financial transactions than ever before, from paying bills to big-money transactions like investing or real estate. Many of those who embrace the concept also enjoy the paper-free convenience of receiving their financial documents electronically—bills, account statements, annual reports, and more.
· 3 min read
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Life Insurance in Estate Planning
Did you know that life insurance can be one of your most effective and flexible tools when it comes to estate planning? Read on for more information.
· 4 min read
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Understanding Probate Lawyer Fees
While not every estate needs a probate lawyer, having an experienced attorney as an ally can be a big help to an executor or administrator – but how much will it cost and who is paying?
· 4 min read
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Leaving Money for College: Education Trusts
The cost of raising a child is nearly $286,000. And a good chunk of that is education costs. One way to cover ever-growing education costs is by setting up an education trust. An education trust can pay for school and help avoid estate taxes—we tell you how.
· 4 min read
