Estate Planning Basics

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

What to do when someone dies: Immediate next steps
After a loved one dies, it can be understandable to feel lost in grief and not know what to do. These 10 steps can be your guide in the first few days and weeks.
July 26, 2024 · 11 min read
How to avoid gift tax: Top 7 strategies
You might be able to give significant gifts without paying taxes. Learn the seven best strategies to avoid a gift tax and how to use a gifting strategy to minimize your tax payments.
July 26, 2024 · 10 min read
What are the different types of Social Security benefits?
Social Security benefits are available for retirement, but also for a wide variety of other situations. Find out if you’re eligible and how to apply.
July 22, 2024 · 4 min read
What is a probate attorney, and how to find one
Probate can be arduous and stressful, especially while grieving the loss of a loved one. A probate attorney specializes in helping people navigate this complex process.
July 22, 2024 · 9 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.
July 19, 2024 · 3 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.
July 18, 2024 · 3 min read
What is a beneficiary? Your complete guide
If you don’t appoint a beneficiary, your valuables and legacy might get passed on to the wrong person. Understand all you need to know about beneficiaries and how to select the right one with confidence.
July 18, 2024 · 14 min read
What is a settlor of a trust?
A settlor of a trust is an individual who creates a trust by transferring assets into it and establishing its terms. Find out how they can help your beneficiaries manage your property.
July 18, 2024 · 1 min read
What is an estate sale?
An estate sale is a quick way to make some money by offloading a loved one’s possessions. However, if the sale isn’t done properly, it can cause undue stress and financial complications. Understand what an estate sale is and how the process works.
July 15, 2024 · 8 min read
10 questions to ask a probate attorney
A probate attorney has got your back when it comes to dealing with estates. Use these guiding questions to find a lawyer you feel comfortable with.
July 9, 2024 · 10 min read