Estate Planning Basics

Trust vs. Will: Key Differences

Understanding trusts, wills, and how they differ can help you protect your legacy long after you're gone.

August 29, 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.

August 29, 2024 · 3 min read

4 essential estate planning documents

Estate planning is about more than writing a will

August 29, 2024 · 3 min read

How to open an estate account

Learn why an estate account is an ideal vehicle to properly administer an estate and how you can easily open one.

August 29, 2024 · 4 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.

August 29, 2024 · 7 min read

Estate planning: 11 things to do before you die

With a bit of preparation you can put your mind at ease now and save your loved ones a lot of trouble later.

August 29, 2024 · 4 min read

What Does the Executor of a Will Get Paid?

August 29, 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.

August 29, 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.

August 29, 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.

August 29, 2024 · 9 min read