Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
-
What Happens to Credit Card Debt when You Die?
You've done all the research and made sure your assets will be distributed to your heirs, but what happens to your credit card debt? And what about when you have more debts than assets? Get the skinny on how the courts settle your debt when you die.
· 2 min read
-
What Does Per Stirpes Mean in Estate Planning?
Per stirpes is the legal term for how assets are distributed if a beneficiary dies before you. Learn how it impacts your legacy and estate.
· 17 min read
-
Trust vs. Will: Key Differences
Trusts and wills are some of the most common estate planning tools, but each comes with its own advantages, disadvantages, and details to consider.
· 10 min read
-
Trustee vs. Executor: What’s the Difference
An executor distributes assets under the probate court's supervision, while a trustee may manage an estate for many years and even for life.
· 23 min read
-
Transfer on Death Deed: What It Is and How It Works
A transfer on death deed specifies who inherits property after the owner’s death, offering a simple and inexpensive way to avoid probate for real estate.
· 6 min read
-
Joint Tenancy vs. Tenants in Common: What's the Difference?
Tenancy in common and joint tenancy are two ways people can own property together. Learn the difference between them here.
· 4 min read
-
How to Open an Estate Account: A Step-by-Step Guide
Learn why an estate account is an ideal vehicle to properly administer an estate and how you can easily open one.
· 8 min read
-
How to Add a Spouse to a House Deed: Complete Guide (2026)
You can add your spouse to your home’s deed by using a notarized quitclaim deed or adding them to your will.
· 7 min read
-
What Makes a Will Invalid
A will is your final act—ensure it's valid so your wishes are honored. Avoid these common pitfalls to ensure your document is ironclad.
· 6 min read
-
Why Name an Alternate Executor in Your Will?
Naming an alternate executor in your will means you have a say as to who will act as your executor if your chosen representative is unable to fulfill their role.
· 6 min read
