Estate Planning Basics

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

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
4 essential estate planning documents
Estate planning is about more than writing a will
September 17, 2024 · 3 min read
Estate Planning Checklist: How to Start Getting Your Affairs in Order
This estate planning checklist will help you understand and keep track of the important documents and decisions you'll need to consider to plan for the future.
September 17, 2024 · 7 min read
What Does the Executor of a Will Get Paid?
September 17, 2024 · 3 min read
What Is an Affidavit of Heirship?
You may need to create and file an affidavit of heirship if a family member has died without a will and you believe you are entitled to inherit any property left behind.
September 17, 2024 · 4 min read
The complete guide to estate planning
This guide outlines the ins and outs of estate planning, why you need one, what's included in a comprehensive plan, and how to get started.
September 17, 2024 · 16 min read
What Is a Transfer on Death Deed and How Does It Work?
A transfer on death deed specifies who inherits property after the owner’s death, offering a simple and inexpensive way to avoid probate for real estate.
September 17, 2024 · 9 min read
What Is Joint Tenancy? A Legal Definition
Joint tenancy offers two or more people a convenient and affordable approach to purchasing property together, but with its own rule book.
September 16, 2024 · 12 min read
How to Contest a Will and When You Should
You may be able to contest a loved one’s will in certain situations, such as in cases involving fraud or coercion or if the testator has multiple wills.
September 13, 2024 · 9 min read