Estate Planning Basics

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

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
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
What Is a Settlor of a Trust?
A settlor of a trust is an individual who creates a trust by transferring assets into it and establishing its terms. Find out how they can help your beneficiaries manage your property.
July 30, 2024 · 1 min read
Will vs. Living Trust: Which Is Best for Your Estate Planning?
Wills and trusts can help you shape an estate plan to fit your needs. Knowing the differences between wills vs. living trusts can help you decide whether you need just one or both.
July 29, 2024 · 10 min read
Naming a Trustee in Your Deed of Trust
If you're using a deed of trust to secure borrowed money, you need to understand the role of a trustee. Find out who can play this vital role in your real estate transaction.
July 29, 2024 · 2 min read
How to Remove a Trustee from a Family Trust
If you are the creator, a co-trustee, or a beneficiary of a family trust and you believe a trustee is not acting properly, there are ways to go about removing or replacing a trustee.
July 29, 2024 · 4 min read
What Is a Probate Attorney and How to Find One
Probate can be arduous and stressful, especially while grieving the loss of a loved one. A probate attorney specializes in helping people navigate this complex process.
July 28, 2024 · 10 min read
What Are the Different Types of Social Security Benefits?
Social Security benefits are available for retirement, but also for a wide variety of other situations. Find out if you’re eligible and how to apply.
July 22, 2024 · 4 min read
Quitclaim Deeds: An Overview
Quitclaim deeds are an easy way to convey property to another, but be careful, as there may be unknown title issues that may arise. Learn more about quitclaim deeds and how to use them.
July 19, 2024 · 3 min read