Estate Planning Basics

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

Financial Planning: The Basics

Financial planning isn't just for the rich. It's for everyone, young and old, and the best time to get started is now, beginning with these basic…

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How to Stress Test Your Estate Plan

Taking a few precautions will protect your estate plan from challenges and will ensure your wishes are carried out after you pass away.

10 Tips to Avoid Probate

  Avoiding the probate process can save money, speed up the transfer of assets to beneficiaries, and preserve family privacy. Some actions for…

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What is Probate?

The probate process ensures that a deceased person's debts are paid and property is distributed in an orderly way. Probate follows the terms of a…

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What Assets Need to Be Listed for Probate?

Determining whether an estate has assets that are not subject to probate can save you time and money. Here are several types of assets that qualify…

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Estate Planning 101: Lessons Learned from Celebrity Mistakes

Cautionary tales to inspire you to get your Will, Trust, and Living Will in order.

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Estate Planning: Gifting Unrelated Caregivers

What does the law say about leaving money or property to caregivers or friends who aren't related to you?

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What Does a Trustee Do?

The trustee plays a crucial role in the management and distribution of a trust. Find out what the trustee's responsibilities are.

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How COVID-19 Is Propelling Virtual Estate Planning

New regulations can help you—and your attorney—complete estate planning virtually, but rules vary by state.

Who Should Be Your Successor Trustee?

A competent and reliable successor trustee can help achieve your goals and provide continuity of management