Estate Planning Basics

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

Legal documents singles need to start their estate plan
Even single people should have estate planning documents in place. Learn what types of documents are advisable and how each one can protect you.
March 16, 2023 · 3 min read
How long does probate take?
Whether you're an executor, administrator, or heir to a probate estate, you probably want to know—just how long is this going to take? Read on.
March 15, 2023 · 4 min read
How to refuse an inheritance
Refusing an inheritance isn't complicated, but you must be sure you're making the right decision and also following proper procedure.
March 14, 2023 · 2 min read
Quitclaim deeds: An overview
Quitclaim deeds are an easy way to convey property to another, but be careful, as there may be unknown title issues that may arise. Learn more about quitclaim deeds and how to use them.
March 14, 2023 · 3 min read
Certified financial planner vs. financial planner: What's the difference?
Looking to hire a financial planner? Read on to learn the differences between professional financial planner designations, and how to choose the best adviser for your financial needs.
March 14, 2023 · 5 min read
Including your stepchildren in your estate plan
Here are some of the challenges blended families face in estate planning and what you need to know to make sure your final wishes are respected and followed.
March 14, 2023 · 3 min read
What happens to your digital assets when you die?
Smart phones, tablets, and computers are part of many people’s daily lives. What happens to all of those digital files, photos, and songs when you die? Learn more about what you can do to protect your digital assets.
March 13, 2023 · 4 min read
Why you need an estate plan even when you don't have financial assets
Estate planning isn't just for people with a lot of money or property, anyone can use estate planning to provide a legacy for loved ones.
March 13, 2023 · 5 min read
Including digital assets in your estate plan
In the event of your death or disability, what happens to all of your online accounts and the data stored on your electronic devices? Find out how to include digital assets in your estate plan.
March 9, 2023 · 4 min read
What is the difference among a guardian, trustee, and executor?
Parents with minor children face unique issues when creating wills, this article discusses the choices that parents of minor children must make when creating a last will and testament.
March 8, 2023 · 3 min read