Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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What Does Per Stirpes Mean in Estate Planning?
Per stirpes is the legal term for how assets are distributed if a beneficiary dies before you. Learn how it impacts your legacy and estate.
· 15 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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Estate Planning Statistics to Read Before Writing Your Will
Many Americans don’t have an estate plan in place. Creating one can give your loved ones peace of mind and help you provide a lasting legacy.
· 9 min read
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Living Trust: Trustor vs. Trustee
Are you thinking about setting up a living trust? If so, you need to understand the difference between the trustor and trustee, how the two are related, and the role of each.
· 20 min read
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What Is a Trustee and What Do They Do?
Part asset manager, part legal representative, a trustee is responsible for carrying out the deceased’s final wishes and protecting their beneficiaries.
· 27 min read
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How to Choose a Name for Your Trust
Find out what factors to consider when naming your trust—and whether or not you can change the name once your trust is funded.
· 6 min read
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Trust vs. Will: Key Differences
Trusts and wills are some of the most common estate planning tools, but each comes with its own advantages, disadvantages, and details to consider.
· 10 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.
· 1 min read
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How to Buy and Sell Probate Property
Probate can be a great opportunity to buy real estate. Find out how and when probate property is sold and how to take advantage of it.
· 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.
· 9 min read
