Estate Planning Basics

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

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
August 13, 2024 · 16 min read
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.
August 7, 2024 · 7 min read
How Divorce Affects Your Estate Plan
A final divorce decree settles the financial and legal issues between you and your ex, but it doesn't change your estate planning documents. Find out why it's important to revise your estate plan when you divorce.
August 6, 2024 · 4 min read
How Much Does Estate Planning Cost? 2024 Guide
Estate planning costs vary based on your location, estate complexity, and specific needs. Learn more about what to expect for various estate plans.
August 6, 2024 · 8 min read
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.
August 5, 2024 · 11 min read
Joint Tenancy vs. Tenants in Common: What's the Difference?
There are several ways two or more people can own property together, including tenancy in common and joint tenancy. Learn the difference between these two ways to own property together.
August 4, 2024 · 6 min read
What Is a Letter of Testamentary and Why Do You Need One?
In order to fulfill your duties as the executor of an estate, you must first be granted the authority through a letter of testamentary. Read on to learn more.
August 2, 2024 · 11 min read
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.
August 1, 2024 · 9 min read
How to Avoid Gift Tax: Top 7 Strategies
You might be able to give significant gifts without paying taxes. Learn the seven best strategies to avoid a gift tax and how to use a gifting strategy to minimize your tax payments.
August 1, 2024 · 10 min read
What Is a Constructive Trust?
A constructive trust is established to right a wrong, relating to a person's property. Whether temporary or ongoing, it can address several types of wrongdoing.
July 30, 2024 · 3 min read