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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Conservatorship vs. Guardianship: Key Differences and Legal Guidance
While guardians manage a person's well-being, conservators manage a person's property. Learn state specifics and how to access this type of care.
· 9 min read
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What is a Simple Will? A Comprehensive Guide
A simple will can be one of the easiest ways to protect your loved ones and make sure your final wishes are honored. Creating a simple will is easy if you follow a few key rules.
· 12 min read
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HIPAA Authorization Form: What It Is and How to Use One
A HIPAA authorization form lets you choose who can have access to your medical information. Learn how to use this form as part of your estate plan.
· 10 min read
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How Long Does Probate Take? Plus Tips for Navigating the Process
The complexity of your estate, local laws, and liabilities can all impact the length of probate. But, planning ahead may help speed things up.
· 11 min read
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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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Who and What Is Next of Kin? Meaning and Inheritance Details
If you die without a will, your next of kin is the closest living blood relative who may inherit your assets. Learn about next of kin inheritance rights.
· 45 min read
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Estate Planning Statistics to Read Before Writing Your Will
Many Americans don’t have an estate plan in place. Creating one can give your loved ones peace of mind and help you provide a lasting legacy.
· 11 min read
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Living Trust: Trustor vs. Trustee
Are you thinking about setting up a living trust? If so, you need to understand the difference between the trustor and trustee, how the two are related, and the role of each.
· 21 min read
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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
