Estate Planning Basics

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

Quitclaim deeds: An overview
Quitclaim deeds are an easy way to convey property to another, but be careful, as there may be unknown title issues that may arise. Learn more about quitclaim deeds and how to use them.
March 14, 2023 · 3 min read
Certified financial planner vs. financial planner: What's the difference?
Looking to hire a financial planner? Read on to learn the differences between professional financial planner designations, and how to choose the best adviser for your financial needs.
March 14, 2023 · 5 min read
Including your stepchildren in your estate plan
Here are some of the challenges blended families face in estate planning and what you need to know to make sure your final wishes are respected and followed.
March 14, 2023 · 3 min read
What happens to your digital assets when you die?
Smart phones, tablets, and computers are part of many people’s daily lives. What happens to all of those digital files, photos, and songs when you die? Learn more about what you can do to protect your digital assets.
March 13, 2023 · 4 min read
Why you need an estate plan even when you don't have financial assets
Estate planning isn't just for people with a lot of money or property, anyone can use estate planning to provide a legacy for loved ones.
March 13, 2023 · 5 min read
Including digital assets in your estate plan
In the event of your death or disability, what happens to all of your online accounts and the data stored on your electronic devices? Find out how to include digital assets in your estate plan.
March 9, 2023 · 4 min read
What is the difference among a guardian, trustee, and executor?
Parents with minor children face unique issues when creating wills, this article discusses the choices that parents of minor children must make when creating a last will and testament.
March 8, 2023 · 3 min read
Why avoid probate?
You have probably heard the advice to want to avoid probate, but do you know why you should and how to go about it? Find out why probate can be expensive and how to avoid it.
March 7, 2023 · 3 min read
5 ways to probate a will
Depending on where you live and your circumstances, you might have multiple options to probate a will.
March 7, 2023 · 4 min read
Reasons to avoid probate
Probate is a court procedure every will must go through. If it’s so common, why is it something people work so hard to avoid? Find out why you might want to avoid probate.
March 2, 2023 · 3 min read