Estate Planning Basics

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

Who's the next of kin in case of inheritance?

The "next of kin" concept isn't complicated, but it does vary by state and also determines who inherits if you die without a will.

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Why empty nesters need a new estate plan

If you prepared a will when your kids were small, your top priority might have been naming a guardian to raise them. Now that the kids are grown and…

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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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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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What is springing power of attorney?

A power of attorney is a crucial part of an estate plan, but in some cases, a springing power of attorney—which only 'springs' into effect if you…

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Estate planning statistics to read before writing your will

The COVID-19 pandemic has accelerated estate planning activity in the U.S. But many Americans still remain without one.

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4 essential estate planning documents

Estate planning is about more than writing a will

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5 myths about trusts you can't afford to believe

A living trust can be an effective estate planning tool if you understand what they can and can't accomplish.

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Estate planning: A holiday checklist

As your family grows and changes, your estate plan should, too. Family holiday gatherings are a great time to ask these five important questions to…

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Appointing a legal guardian for the elderly

Applying for the appointment of a legal guardian may be an option if your elderly loved one becomes incapacitated and can no longer make important…

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