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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Can I Write My Own Will and Have It Notarized?
If you’re wondering, can I write my own will? We’ve got the answer. Yes! You can.
· 8 min read
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Can Power of Attorney Change Beneficiaries on a Bank Account?
Changing beneficiaries on a bank account is a fairly simple process if your power of attorney documents allow it.
· 4 min read
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How Do You Become the Executor of an Estate Without a Will?
Becoming the administrator of an estate without a will requires petitioning the court and fulfilling a few other requirements before you can begin settling a decedent's estate.
· 3 min read
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How to Find a Will and Get a Copy
If you want to obtain a copy of a will for legal reasons or simply out of curiosity, you may be able to access it simply by requesting it.
· 9 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
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The Great Wealth Transfer: How to Protect Your Legacy
Experts estimate that nearly $90 trillion will change generational hands by 2045—but much of it may be lost.
· 7 min read
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What Happens to My Child if I Pass Away After Divorce?
If you don't make plans for your death, as a single parent, you may concerned about what happens to your kids after your death. Without a will, the court may decide who raises and cares for your children without your input.
· 5 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.
· 8 min read
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How Long Do You Have to Transfer Property After Death?
Factors that influence the property transfer timeline after death can include estate complexity, the presence of a will, and beneficiary disputes.
· 6 min read
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What to Do When Someone Dies: Immediate Next Steps
After a loved one dies, it can be understandable to feel lost in grief and not know what to do. These 10 steps can be your guide in the first few days and weeks.
· 10 min read