Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
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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 Grantor Trust? Definition, Rules, and Taxes
A grantor trust is considered a “disregarded entity” by the IRS and comes with its own benefits, risks, and unique rules to consider.
· 25 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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What Is a Durable Power of Attorney, and How Does It Work?
A durable power of attorney helps you plan for the future, appointing someone to handle finances and make medical decisions if you're unable to. Explore the types of powers of attorney and how they work.
· 19 min read
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Executor of a Will Duties and Responsibilities: A Step-by-Step Guide
An executor’s role is to manage an estate according to wishes stated in a will. Learn what this entails and how to efficiently navigate the process.
· 12 min read
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Revocable Living Trusts: Everything You Need to Know
By providing flexibility and privacy, revocable living trusts can be a valuable part of your estate plan.
· 6 min read
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Ohio Last Will and Testament
A last will protects your wishes when you die. Learn about specific laws that affect last wills in Ohio, how to get a last will, what can be left to your heirs, and more.
· 6 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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Do I Need a Living Trust?
A living trust can be a powerful estate tool, but they're not right for everyone.
· 4 min read
