Estate Planning Basics

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

What Is Estate Planning? Everything You Need to Know
Estate planning is the process of preparing for the distribution of your assets after you die or become incapacitated.
October 27, 2024 · 9 min read
Simple estate planning tool for couples: The mirror will
Whether married or unmarried, chances are, you've thought about how to plan your estate. While you have several estate planning tools at your disposal, there is one—mirror wills—that could work if you mostly agree on how to handle your estate. Read on for more information about mirror wills—including what they are, how they work and who they protect—to help you determine if this simple estate planning tool is right for you.
October 27, 2024 · 3 min read
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?
October 24, 2024 · 2 min read
How to Add a Spouse’s Name to a House Deed
You can add your spouse to your home’s deed by using a notarized quitclaim deed or adding them to your will.
October 24, 2024 · 11 min read
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
October 11, 2024 · 15 min read
What Does Per Stirpes Mean in Estate Planning?
Per stirpes is the legal term for how assets are distributed if a beneficiary dies before you. Learn how it impacts your legacy and estate.
October 11, 2024 · 7 min read
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.
October 1, 2024 · 9 min read
Estate planning when you have property in different states
Passing down property owned in multiple states can prove challenging, but some solutions may avoid probate court.
September 17, 2024 · 3 min read
Trust vs. Will: Key Differences
Understanding trusts, wills, and how they differ can help you protect your legacy long after you're gone.
September 17, 2024 · 11 min read
How to file a small estate affidavit in Texas
Because probate proceedings can be expensive and time-consuming, Texas has provided a small estate affidavit procedure for decedents with small estates. Find out who qualifies and how to file this affidavit.
September 17, 2024 · 3 min read