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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How to Set Up a Living Trust in Oregon
To set up a living trust in Oregon, you’ll need to appoint a trustee and beneficiaries, draft a legal document, transfer trust property, and more.
· 10 min read
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How to Create a Living Trust in Pennsylvania
Whether your estate is worth $50,000 or $50 million, a living trust can help avoid probate costs (and headaches). Here’s how to set one up in Pennsylvania.
· 8 min read
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How to Recover Unclaimed Inheritance Money
If a loved one has passed on but left unclaimed funds in an account or insurance policy, you may be able to find and claim those funds for yourself.
· 10 min read
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How Long Does the Executor Have to Pay the Beneficiaries?
Before distributing payments to beneficiaries, an executor must inventory the decedent’s assets and ensure that any outstanding debts are paid off.
· 9 min read
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15 Types of Trusts and How to Choose the Right One
Trusts can have many benefits. Learn how to choose the right type of trust for any situation, so you can protect your assets—and your legacy.
· 16 min read
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How to Write a Special Power of Attorney Letter: Step-by-Step Guide
A special power of attorney letter grants another person the authority to act on your behalf, so it’s essential to ensure that it’s properly drafted.
· 7 min read
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Using a Survivorship Deed
If you want to avoid the probate process, consider using a survivorship deed. Is this estate planning tool right for you?
· 3 min read
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How to Write a Eulogy: 5 Short Eulogy Examples
Knowing how to write a eulogy doesn’t come naturally. Especially in times of grief. Here are some examples to help you prepare
· 13 min read
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What Assets Need to Be Listed for Probate?
Determining whether an estate has assets that are not subject to probate can save you time and money. Here are several types of assets that qualify as non-probate assets.
· 7 min read
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How to Open an Estate Account: A Step-by-Step Guide
Learn why an estate account is an ideal vehicle to properly administer an estate and how you can easily open one.
· 9 min read
