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Comprehensive guides for you and your loved ones.
Complete Guide to Estate Planning
Estate planning can sound scary and complex, but we're here to help simplify the process and decisions for you and your family.
Complete Guide for Executors
Being an Executor or Personal Representative can be a rewarding, yet challenging role. This guide helps to light the way.
Complete Guide for Trustees
Being a Trustee is a significant legal and operational role. This guide includes everything from taxes to liability to fiduciary duties.
Latest resources
Estate Planning 101
Typical attorney fees for settling an estate
Estate Planning 101
The full cost of making a living trust
Estate Planning 101
Estate planning costs vary: here's a full list of expenses
Estate Planning 101
You can put a house with a mortgage into a trust β hereβs how it works
Estate Planning 101
The Cost of Changing a Trust
Estate Planning 101
The Cost of Maintaining a Trust
Estate Planning 101
What Happens to Your Accounts When You Die?
Estate Planning 101
Transferring items into a trust
Help Clients Get Organized with Total Estate Planning
Help Clients Focus on the Estate Planning Essentials
Estate Planning 101
The Probate Process: Everything You Need to Know
Wills & Trusts
The Different Types of Trust: How They Differ, and What They Mean for Your Estate Plan
Wills & Trusts
Spendthrift Trusts: A Powerful Tool for Asset Protection and Financial Management (With Examples)
Wills & Trusts
Dynasty Trusts: A Powerful Estate Planning Tool for Multi-Generational Wealth Preservation (With Examples)
Wills & Trusts
Charitable Lead Trusts: A Strategic Estate Planning Tool For Philanthropists (With Examples)
Wills & Trusts
Credit Shelter Trusts: A Powerful Estate Planning Tool for Married Couples (With Examples)
Wills & Trusts
Grantor Retained Unitrusts (GRUTs): A Powerful Estate Planning Tool for Income and Wealth Transfer (With Examples)
Wills & Trusts
Disclaimer Trusts: A Flexible Estate Planning Tool for Married Couples (With Examples)
Wills & Trusts
ABC Trusts: A Comprehensive Estate Planning Tool for Married Couples (With Examples)
Wills & Trusts
Exemption Trusts: A Powerful Tool for Estate Planning and Tax Minimization (With Examples)
Wills & Trusts
Joint Revocable Living Trusts: A Comprehensive Guide for Married Couples (With Examples)
Estate Planning 101
Notarizing Wills in California: What You Need to Know
For Advisors
Estate Planning Checklist for Financial Advisors
For Advisors
Estate Planning Strategies for Millennials: A Financial Advisor's Guide
For Advisors
Navigating Estate Planning Updates: A Comprehensive Guide for Financial Advisors
For Advisors
Estate Planning for Clients with Minor Children: What Financial Advisors Need to Know
Estate Planning 101
10 reasons to get a Will in 10 minutes
For Advisors
Estate Planning for Financial Advisors: The Important Documents Your Clients Need
For Advisors
Financial advisors: Questions to Ask New Clients About Estate Planning
Estate Planning 101
Why Estate Planning is Essential for LGBTQ Couples
Estate Planning 101
What Counts as Part of Your Estate?
Estate Planning 101
Legal Guardianship and Estate Planning: Everything You Ever Wanted to Know (And More)
Estate Planning 101
Estate Planning Explained: Terms You Need to Know
Wills & Trusts
Making a Will: Everything You Need to Know
Estate Planning 101
Transfer on Death: Everything You Need to Know
Estate Planning 101
Estate Planning: A Straightforward Checklist
Wills & Trusts
Trust vs. Will: Anyone Else Wondering What the Difference is?
Estate Planning 101
How do I disinherit a child?
Estate Planning 101
What is a QTIP Trust? (With Examples)
Estate Planning 101
Which celebrities have died without an estate plan?
Estate Planning 101
Do I need a Power of Attorney?
Estate Planning 101
What are the differences between a Living Will and a Last Will & Testament?
Estate Planning 101
What documents are good for a young family?
Logistics after a loved one's death.
Notifying Family and Organizations
Notifying friends, family, and other organizations after a loved one's death is hard. You're not alone.
Closing Online and Financial Accounts
Memorializing social media and closing accounts after a loved one's death is hard. You're not alone.
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