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Estate Planning

Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your 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.
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
What Is a Family Trust and How Do You Start One?
If you’re interested in setting up a family trust, this article will help you understand what a trust is, how it can benefit your family, and the easy steps to get started.
August 29, 2024 · 9 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
A smart way to avoid probate: The living trust
Assets in a living trust are not considered part of your estate at your death, meaning they can often be distributed without the complications and hassle of going through the probate process.
August 29, 2024 · 5 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
How to recover unclaimed inheritance money
There are millions of dollars of forgotten funds waiting to be claimed. Could you have inherited more than you realize?
August 29, 2024 · 3 min read
Establishing guardianship in a will
If you have a child under the age of 18, you should have a will to name a legal guardian of your child in the event of your death. Read on for tips on how to make this happen.
August 29, 2024 · 4 min read

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