Estate Planning Basics

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

Use a Letter of Last Instruction to Convey Your Final Wishes
In estate planning, having a letter of last instruction can ensure that your loved ones are clear on your final wishes. Learn more about this document here.
December 26, 2024 · 9 min read
Revising your estate plan after divorce
After a divorce, your estate plan will undoubtedly change. It is important to consider changing your will, living trust, power of attorney documents, and beneficiary designations. Find out how divorce can affect your estate plan.
December 25, 2024 · 3 min read
What Is an Executor of a Will? Everything You Need to Know
The executor of a will is responsible for carrying out a deceased loved one's wishes. If someone named you the executor, you'll need to learn more about what your role will be, which includes ensuring their assets are distributed to the beneficiaries.
December 13, 2024 · 4 min read
What Is a Lady Bird Deed? Its Purpose and Which States Allow It
In certain situationas, an enhanced life estate deed, or Lady Bird Deed, offers some benefits over a traditional estate plan.
December 13, 2024 · 4 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 trouble later. Learn 11 things to do before you die to help prepare your estate.
December 11, 2024 · 10 min read
How Much Does Estate Planning Cost? 2025 Guide
Estate planning costs vary based on your location, estate complexity, and specific needs. Learn more about what to expect for various estate plans.
November 13, 2024 · 8 min read
What Is Estate Planning? Everything You Need to Know
Estate planning is the process of preparing for the distribution of your assets after you die or become incapacitated.
November 13, 2024 · 9 min read
Simple estate planning tool for couples: The mirror will
Whether married or unmarried, chances are, you've thought about how to plan your estate. While you have several estate planning tools at your disposal, there is one—mirror wills—that could work if you mostly agree on how to handle your estate. Read on for more information about mirror wills—including what they are, how they work and who they protect—to help you determine if this simple estate planning tool is right for you.
October 27, 2024 · 3 min read
Using a Survivorship Deed
If you want to avoid the probate process, consider using a survivorship deed. Is this estate planning tool right for you?
October 24, 2024 · 2 min read
How to Add a Spouse’s Name to a House Deed
You can add your spouse to your home’s deed by using a notarized quitclaim deed or adding them to your will.
October 24, 2024 · 11 min read