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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How to Refuse an Inheritance (And Why You Might)
Not every inheritance feels like a blessing. Follow our three-step guide for refusing (disclaiming) an inheritance, plus federal and state rules.
· 8 min read
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Creating a Last Will and Testament: Key Steps to Secure Your Legacy
It doesn’t have to be stressful or costly to create a will. Learn common requirements, important considerations, and how to navigate the process.
· 12 min read
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Codicil to a Will: How to Update Your Will with Confidence
A codicil allows you to make minor updates to your will without drafting a whole new one, but it’s not the right choice for every situation.
· 8 min read
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What Is a Do-Not-Resuscitate (DNR) Order?
A DNR order can help you plan for end-of-life care according to your wishes. Learn more about this type of advance directive.
· 8 min read
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Does Power of Attorney Override the Wishes of a Spouse?
Few relationships hold more legal power than spouses, but simply being married may not mean that someone has the final say in all matters.
· 5 min read
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Co-executors of Wills: Duties, Pros and Cons, and Choosing the Right Person
Prepare for the future of your estate by understanding if you should choose more than one executor who can handle your wishes jointly.
· 9 min read
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Holographic Will: Definition, Legal Validity, and Requirements
Learn whether and when a handwritten will that has not been notarized or witnessed may be valid and what is required for a court to honor such a will.
· 15 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.
· 22 min read
