Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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Conservatorship vs. Guardianship: Key Differences and Legal Guidance
While guardians manage a person's well-being, conservators manage a person's property. Learn state specifics and how to access this type of care.
· 9 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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How Long Does Probate Take? Plus Tips for Navigating the Process
The complexity of your estate, local laws, and liabilities can all impact the length of probate. But, planning ahead may help speed things up.
· 11 min read
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How to Buy and Sell Probate Property
Probate can be a great opportunity to buy real estate. Find out how and when probate property is sold and how to take advantage of it.
· 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.
· 11 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.
· 29 min read
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Trust vs. Will: Key Differences
Trusts and wills are some of the most common estate planning tools, but each comes with its own advantages, disadvantages, and details to consider.
· 10 min read
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Appointing a Legal Guardian
Learn why you should appoint a legal guardian for your children, the rights and responsibilities of the legal guardian, and the steps that you need to take to appoint someone.
· 7 min read
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What Happens to a Bank Account When Someone Dies? What If There Is No Beneficiary?
Settling an estate can feel complicated, but it doesn’t have to be. Learn about the most common types of asset distributions and how they might impact you.
· 6 min read
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What Is an Executor of Estate? A Legal Guide
An executor of estate is legally responsible for managing the estate's assets and financial matters as per the deceased person's wishes.
· 9 min read
