Probate & Estate
Wills, trusts, probate, and power of attorney.
State Probate Process Summary Guide
How probate works in your state, including court procedures, timelines, and simplified alternatives.
Medicaid Estate Recovery Explained
How states can recover from an estate after a Medicaid beneficiary dies.
Guardianship of Elderly Parents
When adult guardianship is needed, how to petition for it, and what it entails.
Executor Duties Explained
What an executor actually does from filing the will to distributing assets.
Will Contests Explained
The legal grounds for contesting a will and how the process works in probate court.
Intestate Succession Explained
What happens to your assets if you die without a will under your state's laws.
Gift Tax Explained
Annual and lifetime gift tax exclusions and how to give money without a tax return.
Inheritance Tax Explained
Which states have inheritance taxes, who pays them, and how they differ from estate taxes.
Estate Tax Explained
Federal estate tax thresholds, rates, and common strategies to minimize exposure.
Spendthrift Trust Explained
How a spendthrift provision protects trust funds from beneficiary creditors.
Pet Trust Explained
How to create a legally enforceable trust to care for your pet after death.
Special Needs Trust Explained
How a special needs trust protects a disabled beneficiary's government benefit eligibility.
Living Trust Explained
What a revocable living trust is, why people use it, and how it avoids probate.
Revocable vs Irrevocable Trust
The key differences in control, asset protection, and tax treatment between trust types.
Healthcare Directive / Living Will Explained
How advance directives work, what they cover, and when they take effect.
How to Write a Will
Practical steps to drafting a valid will including witnesses, notarization, and storage.
Trust vs Will
When a trust makes more sense than a will, and vice versa.
Estate Administration Basics
What the executor of an estate actually does.
Power of Attorney Explained
Different types of power of attorney and when each is used.
What Is a Will?
What a will does, who needs one, and how to make one valid.
Probate Process Explained
How probate works, from filing the will to distributing assets.