Estate Planning

Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.

Is there a federal inheritance tax?

What's the difference between an estate tax and an inheritance tax? And should you be concerned about the implications of either on your estate plan?

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What does an executor do (definition)?

Need a simple, non-legalese “executor" definition? An executor is the person who handles a deceased person's estate, making sure all property is…

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Estate planning checklist: How to start getting your affairs in order

This estate planning checklist will help you understand and keep track of the important documents and decisions you'll need to consider to plan for…

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How do I create a will?

With the right preparation, you can create a will that covers your unique needs. This guide lists the basics on how to make and change a will.

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What is a living will?

A living will is a legal document that details how you prefer to receive medical treatment when you can no longer make decisions for yourself. This…

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The complete guide to estate planning

This guide outlines the ins and outs of estate planning, why you need one, what's included in a comprehensive plan, and how to get started.

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When to use a quitclaim deed

If you’re seeking to transfer ownership of property, a quitclaim deed is a fast and easy method but it's only recommended in certain circumstances.

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Inheritance etiquette: How to talk about estate planning with your family

Estate planning is an important step to protect your legacy and provide for your loved ones, no matter what your situation in life.

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Estate planning statistics to read before writing your will

The COVID-19 pandemic has accelerated estate planning activity in the U.S. But many Americans still remain without one.

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What is a power of attorney (POA)?

Power of attorney is essential in the event that you're incapacitated or not physically present to make decisions on your own behalf. Learn more in…

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