Estate Planning Basics

Learn the essentials around planning and protecting the future for your family and loved ones.

Estate planning for animal lovers: Pet Trusts 101
From favorite foods to medical prescriptions, any special needs your pet may have should be detailed in a pet trust. By providing these instructions, you can help ensure that your pet will be cared for for the rest of its lifetime. Read more to find out what you should include in a pet trust.
September 10, 2024 · 2 min read
Probate Advance vs. Probate Loan: What’s the Difference?
If you’re expecting an inheritance but need money faster than probate can get it to you, a probate advance or probate loan might be exactly what you need.
September 6, 2024 · 9 min read
Estate planning when you have property in different states
Passing down property owned in multiple states can prove challenging, but some solutions may avoid probate court.
September 5, 2024 · 3 min read
Trust vs. Will: Key Differences
Understanding trusts, wills, and how they differ can help you protect your legacy long after you're gone.
September 5, 2024 · 11 min read
How to file a small estate affidavit in Texas
Because probate proceedings can be expensive and time-consuming, Texas has provided a small estate affidavit procedure for decedents with small estates. Find out who qualifies and how to file this affidavit.
September 5, 2024 · 3 min read
Estate Planning Checklist: How to Start Getting Your Affairs in Order
This estate planning checklist will help you understand and keep track of the important documents and decisions you'll need to consider to plan for the future.
September 5, 2024 · 7 min read
Estate planning: 11 things to do before you die
With a bit of preparation you can put your mind at ease now and save your loved ones a lot of trouble later.
September 5, 2024 · 4 min read
What Does the Executor of a Will Get Paid?
September 5, 2024 · 3 min read
How to open an estate account
Learn why an estate account is an ideal vehicle to properly administer an estate and how you can easily open one.
September 5, 2024 · 4 min read
What Is an Affidavit of Heirship?
You may need to create and file an affidavit of heirship if a family member has died without a will and you believe you are entitled to inherit any property left behind.
September 5, 2024 · 4 min read