Estate Planning Basics

What happens to credit card debt when you die?

You've done all the research and made sure your assets will be distributed to your heirs, but what happens to your credit card debt? And what about when you have more debts than assets? Get the skinny on how the courts settle your debt when you die.

March 23, 2023 · 2 min read

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.

March 23, 2023 · 2 min read

7 tips for getting rid of your parents' lifelong possessions

March 20, 2023 · 4 min read

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.

March 16, 2023 · 3 min read

Legal documents singles need to start their estate plan

Even single people should have estate planning documents in place. Learn what types of documents are advisable and how each one can protect you.

March 16, 2023 · 3 min read

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.

March 15, 2023 · 4 min read

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.

March 14, 2023 · 2 min read

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.

March 14, 2023 · 5 min read

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.

March 14, 2023 · 3 min read

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.

March 13, 2023 · 5 min read