Estate Planning Basics

Learn the essentials around planning and protecting the future for your family and loved ones.

The basics of probate accounting in California
California has some very specific guidelines regarding probate accounting. Are you acquainted with all of the responsibilities of an estate trustee in the state?
February 1, 2023 · 3 min read
How to file a small estate affidavit in Florida
Florida offers two fast-track procedures to process small estates. Find out the restrictions and how to use the one that applies to your situation.
January 31, 2023 · 3 min read
How to file a small estate affidavit in California
California's small estate affidavit procedure provides an easy way to inherit property. Find out if your loved one's estate qualifies and what steps you need to take.
January 31, 2023 · 3 min read
How to file a small estate affidavit in Illinois
Illinois allows beneficiaries of small estates to file a small estate affidavit for easy distribution of assets. Find out how to qualify and how to fill out the form.
January 31, 2023 · 2 min read
Essential medical/financial documents for parents of college-bound child
If your child has a serious accident or illness at college, you may not be able to talk to doctors or be involved in your child's care without the right paperwork. Find out what you need to protect your family and avoid being left in the dark.
January 31, 2023 · 4 min read
Using a quitclaim deed for estate planning
Quitclaim deeds are often discussed as a method of estate planning. Learn some of the benefits and pitfalls of this kind of property transfer.
January 31, 2023 · 3 min read
7 questions to get your estate plan started
Getting started on an estate plan isn't as hard as you might think. Just answer these seven questions and you'll have made the major decisions you need to make.
January 31, 2023 · 3 min read
Planning ahead for the end
Having a last will or living trust is a stellar example of not only planning for the end, but helping protect loved ones. Some folks, however—including Apple's Steve Jobs—take planning to a whole new level with POD accounts, preplanned funeral arrangements and more.
January 4, 2023 · 5 min read
What happens when you file a claim against a probated estate?
You may be able to collect the debt from someone who has passed away by making a claim against the person's estate.
December 6, 2022 · 3 min read
Appointing a legal guardian for the elderly
Applying for the appointment of a legal guardian may be an option if your elderly loved one becomes incapacitated and can no longer make important decisions on their own.
November 16, 2022 · 3 min read