Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
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Decanting a Trust
Outgrown your trust? Just like wine is decanted into a better vessel, trust assets can sometimes be transferred into a new trust with improved terms. Here’s what trustees need to know about trust decanting.
· 21 min read
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Revocable vs. Irrevocable Living Trusts: Which Is Right for You?
Can you change your trust after it's created, or is it set in stone? Understanding the differences between revocable and irrevocable living trusts can help you choose the right balance of flexibility, control, and protection for your estate plan.
· 17 min read
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Is an Inheritance Considered Community Property?
Is your inheritance automatically shared with your spouse? Discover how the laws classify inheritances, key risks, and how to protect what’s rightfully yours.
· 16 min read
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How to Avoid Probate: A Complete Guide
Probate can be costly, time-consuming, and public. Learn how tools like living trusts, transfer-on-death deeds, beneficiary designations, and joint ownership can help your loved ones avoid probate and receive assets more efficiently.
· 14 min read
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How to Choose a Name for Your Trust
Find out what factors to consider when naming your trust—and whether or not you can change the name once your trust is funded.
· 8 min read
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Will vs. Living Trust: Which Is Best for Your Estate Planning?
Wills and trusts can help you shape an estate plan to fit your needs. Knowing the differences between wills vs. living trusts can help you decide whether you need just one or both.
· 9 min read
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What to Do When Someone Dies: Immediate Next Steps
After a loved one dies, it can be understandable to feel lost in grief and not know what to do. These 10 steps can be your guide in the first few days and weeks.
· 9 min read
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What Is a Living Trust?
A living trust is a legal arrangement that specifies who manages your assets and who inherits them after you die—all while avoiding probate.
· 10 min read
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What Is a Life Estate Deed?
A life estate deed is one way of transferring ownership of real property that offers a number of estate planning advantages.
· 8 min read
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What Is a Letter of Testamentary and Why Do You Need One?
In order to fulfill your duties as the executor of an estate, you must first be granted the authority through a letter of testamentary. Read on to learn more.
· 9 min read
