Estate Planning Basics

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

Will vs. trust: What's the difference?

Understanding the difference between wills and trusts can help you ensure that you're making the best choice for your situation.

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10 estate planning must-dos before you travel

No one likes to think of worst case scenarios before a trip, but there are certain estate planning documents you should have in place before you…

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7 tips for getting rid of your parents' lifelong possessions

It's a topic no one likes to think about: the inevitable clean-out of your parents' belongings. But as with many uncomfortable subjects, the best way…

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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…

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Top 10 considerations when naming a guardian in your will

Without specifying a legal guardian in your will, you are leaving this hugely important decision up to strangers.

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10 things you should know about a testamentary trust

A testamentary trust can ensure children or others who need help managing the proceeds of your will are protected.

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A smart way to avoid probate: The living trust

Assets in a living trust are not considered part of your estate at your death, meaning they can often be distributed without the complications and…

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Child heirs: Bequeathing to minors

There are challenges to leaving assets to minors, but they can be overcome with proper preparation.

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How to choose a name for your trust

While most people name their living trust their and their spouse’s full names, you don’t have to. Find out about what factors to consider when naming…

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What happens when you file a claim against a probated estate?

You may be able to collect the debt from someone who has passed away by making a claim against the person's estate.

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