Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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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 to approach this one is to plan and start now. Here are some tips to help make the process easier, not only for you but also for your parents and other loved ones. 1. Talk to your parents If your parents are still around and can communicate their wishes, involve them in the process. Do your best to balance being sensitive to their preferences with practical concerns.
· 6 min read
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Transfer on Death Deed: What It Is and How It Works
A transfer on death deed specifies who inherits property after the owner’s death, offering a simple and inexpensive way to avoid probate for real estate.
· 6 min read
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How to Add a Spouse to a House Deed: Complete Guide (2025)
You can add your spouse to your home’s deed by using a notarized quitclaim deed or adding them to your will.
· 7 min read
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Estate Plan Strategies for Small Business Owners
What happens to your business after your death depends a lot on decisions you make now.
· 4 min read
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How to Start an LLC for Estate Planning
Forming an LLC for estate planning can help your loved ones avoid probate and save money on taxes after your death.
· 10 min read
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The Inheritance Expectation Gap
We surveyed 2,500 people to understand their expectations and how inheritance factors into their estate plans.
· 10 min read
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Trustee vs. Executor: What’s the difference
An executor distributes assets under the probate court's supervision, while a trustee may manage an estate for many years and even for life.
· 23 min read
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Conservatorship vs. Guardianship: Key Differences and Legal Guidance
While guardians manage a person's well-being, conservators manage a person's property. Learn state specifics and how to access this type of care.
· 9 min read
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HIPAA Authorization Form: What It Is and How to Use One
A HIPAA authorization form lets you choose who can have access to your medical information. Learn how to use this form as part of your estate plan.
· 10 min read
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How Long Does Probate Take? Plus Tips for Navigating the Process
The complexity of your estate, local laws, and liabilities can all impact the length of probate. But, planning ahead may help speed things up.
· 11 min read
