Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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Using & Managing an Inheritance
For heirs, the loss of a loved one is often devastating, and making decisions about how to use an inheritance can be daunting. It is important to remember, though, that your benefactor included you because he or she wanted to protect and provide for you. Whether it's a huge windfall or a more modest sum that comes your way, here are some ideas for managing inheritance if you're not sure what to do.
· 2 min read
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7 Tips for Getting Rid of Your Parents' Lifelong Possessions
It's a topic no one likes to think about: the inevitable clean-out of your parents' belongings. But as with many uncomfortable subjects, the best way to approach this one is to plan and start now. Here are some tips to help make the process easier, not only for you but also for your parents and other loved ones. 1. Talk to your parents If your parents are still around and can communicate their wishes, involve them in the process. Do your best to balance being sensitive to their preferences with practical concerns.
· 4 min read
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Estate Taxes: What They Are and How to Plan for Them
Learn the basics about estate taxes and how you can plan to avoid or reduce them in this short primer.
· 3 min read
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How Long Does Probate Take?
Whether you're an executor, administrator, or heir to a probate estate, you probably want to know—just how long is this going to take? Read on.
· 4 min read
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How to Refuse an Inheritance
Refusing an inheritance isn't complicated, but you must be sure you're making the right decision and also following proper procedure.
· 2 min read
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Certified Financial Planner vs. Financial Planner: What's the Difference?
Looking to hire a financial planner? Read on to learn the differences between professional financial planner designations, and how to choose the best adviser for your financial needs.
· 5 min read
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Including Your Stepchildren in Your Estate Plan
Here are some of the challenges blended families face in estate planning and what you need to know to make sure your final wishes are respected and followed.
· 3 min read
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Why You Need an Estate Plan Even When You Don't Have Financial Assets
Estate planning isn't just for people with a lot of money or property, anyone can use estate planning to provide a legacy for loved ones.
· 5 min read
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5 Ways to Probate a Will
Depending on where you live and your circumstances, you might have multiple options to probate a will.
· 4 min read
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How to Use a Remote Online Notary
Remote online notarizations have become an important legal tool during the coronavirus pandemic. Twenty-three states have already authorized its use. Find out if your state is one of them.
· 3 min read
