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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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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Who and What Is Next of Kin? Meaning and Inheritance Details
If you die without a will, your next of kin is the closest living blood relative who may inherit your assets. Learn about next of kin inheritance rights.
· 43 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 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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Do You Need Power of Attorney?
Get all the details about a power of attorney, including the different types, how to get one, and the responsibilities of the attorney-in-fact.
· 12 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
