Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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What You Need to Know About Your Spouse's Finances
No one likes to think about losing a spouse, but it's important to be prepared for unfortunate circumstances. Being unprepared only makes a difficult situation more difficult. Talk to your spouse now so you're both prepared in the event of a tragedy.
· 3 min read
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What Is a Trustee and What Do They Do?
Part asset manager, part legal representative, a trustee is responsible for carrying out the deceased’s final wishes and protecting their beneficiaries.
· 8 min read
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What Is a Transfer on Death Deed and How Does It Work?
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.
· 7 min read
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Understanding a Healthcare Proxy
An essential element of your estate plan, a healthcare proxy takes effect when you're temporarily incapacitated—but requirements vary by state.
· 5 min read
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Run Your Home Like a Business: Your Estate Planning Checklist
An estate plan allows you to express what you want to happen should you become incapacitated, as well as make sure your possessions end up in the right hands after your death.
· 4 min read
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How to Get a Death Certificate
You may need a copy of your loved one's death certificate as you begin to wrap up their affairs. Here's what you need to know to take the necessary steps to finish handling your loved one's estate.
· 7 min read
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Financial Planning: The Basics
Financial planning isn't just for the rich. It's for everyone, young and old, and the best time to get started is now, beginning with these basic financial planning tips.
· 5 min read
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Estate Planning Do's and Don'ts
Getting your affairs in order for after you're gone doesn't have to be complicated.
· 4 min read
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Estate Planning Checklist: How to Start Getting Your Affairs in Order
This estate planning checklist will help you understand and keep track of the important documents and decisions you'll need to consider to plan for the future.
· 6 min read
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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.
· 8 min read
