Estate Planning

What Is a Beneficiary? Your Complete Guide

If you don’t appoint a beneficiary, your valuables and legacy might get passed on to the wrong person. Understand all you need to know about beneficiaries and how to select the right one with confidence.

July 18, 2024 · 15 min read

What Is the Difference Between a Living Will and a Last Will and Testament?

Though they both contain the word 'will,' these two documents are quite different.

July 18, 2024 · 2 min read

What Is a Trust Account?

There are different types of trusts for different needs, but they all function in the same way.

July 18, 2024 · 2 min read

What Is an Estate Sale?

An estate sale is a quick way to make some money by offloading a loved one’s possessions. However, if the sale isn’t done properly, it can cause undue stress and financial complications. Understand what an estate sale is and how the process works.

July 15, 2024 · 8 min read

What Is an AB Trust?

Married couples can create an AB trust to avoid double taxation for the surviving spouse if one passes away. Learn more about this valuable estate planning tool in our guide.

July 15, 2024 · 4 min read

What Is the Difference Between an Estate Executor and a Trustee?

An executor distributes assets under the probate court's supervision, while a trustee may manage an estate for many years and even for life.

July 15, 2024 · 3 min read

How to Get a Death Certificate

You may need a copy of your loved one's death certificate as you begin to wrap up their affairs. Here's what you need to know to take the necessary steps to finish handling your loved one's estate.

June 17, 2024 · 8 min read

District of Columbia last will and testament

Get the details on how last wills work in the District of Columbia, including information on how probate court works, what happens if you don’t have a last will, and more.

June 12, 2024 · 4 min read

What does an executor do (definition)?

June 12, 2024 · 3 min read

Where to store a last will

After you've made a last will, one question many people have is where to store the document. Before you decide to store it in a plastic bag in your freezer, one thing to note is that you have options for where to safely store your will.

June 12, 2024 · 3 min read