Estate Planning

Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.

Can Power of Attorney Change Beneficiaries on a Bank Account?
Changing beneficiaries on a bank account is a fairly simple process if your power of attorney documents allow it.
August 23, 2024 · 3 min read
How Do You Become the Executor of an Estate Without a Will?
Becoming the administrator of an estate without a will requires petitioning the court and fulfilling a few other requirements before you can begin settling a decedent's estate.
August 23, 2024 · 2 min read
How to Find a Will and Get a Copy
If you want to obtain a copy of a will for legal reasons or simply out of curiosity, you may be able to access it simply by requesting it.
August 21, 2024 · 10 min read
What Is an Executor of Estate? A Legal Guide
An executor of estate is legally responsible for managing the estate's assets and financial matters as per the deceased person's wishes.
August 21, 2024 · 11 min read
The Great Wealth Transfer: How to Protect Your Legacy
Experts estimate that nearly $90 trillion will change generational hands by 2045—but much of it may be lost.
August 20, 2024 · 8 min read
What Happens to My Child if I Pass Away after Divorce?
If you don't make plans for your death, as a single parent, you may concerned about what happens to your kids after your death. Without a will, the court may decide who raises and cares for your children without your input.
August 19, 2024 · 5 min read
Living Will vs. Advance Directive: Which Is Best for Your Estate?
Wondering about the differences between a living will and an advance directive? Read more to learn which to use in your estate plan.
August 16, 2024 · 9 min read
What Is a Grantor Trust? Definition, Rules, and Taxes
A grantor trust is considered a “disregarded entity” by the IRS and comes with its own benefits, risks, and unique rules to consider.
August 14, 2024 · 9 min read
How Long Do You Have to Transfer Property After Death?
Factors that influence the property transfer timeline after death can include estate complexity, the presence of a will, and beneficiary disputes.
August 7, 2024 · 7 min read
How Divorce Affects Your Estate Plan
A final divorce decree settles the financial and legal issues between you and your ex, but it doesn't change your estate planning documents. Find out why it's important to revise your estate plan when you divorce.
August 6, 2024 · 4 min read

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