Digital Legacy: A Comprehensive Guide

September 10, 2024

What Happens When You Die Without a Will? Avoid Family Feuds with Proper Estate Planning

How can you prevent a family feud when you die without a will? Discover the impact of intestacy and ways to protect your loved ones through proper estate planning.
September 09, 2024

Portability Election in Estate Planning: Key Tips for Financial Advisors

How can financial advisors use the portability election in estate planning? Learn essential tips on maximizing estate tax exemptions and protecting assets.
September 08, 2024

How to Notify Credit Card Companies After a Death | Protect the Estate

Learn how to notify credit card companies of a death and protect against fraud. Follow our guide to secure the credit report of a deceased loved one.
September 07, 2024

How Long to Keep Tax Returns After Death | Important Guidelines

Learn how long to keep tax returns and other essential documents after the death of a loved one. Discover helpful estate planning tips and ensure compliance with IRS guidelines.
September 06, 2024

How Long Should You Keep Mortgage Loan Statements After a Death?

Learn how long to keep mortgage loan statements after a loved one’s passing and how to efficiently handle essential estate planning documents.
September 05, 2024

How Long Should You Keep Medical Bills After Death? Essential Guide

Wondering how long to keep medical bills after death? Learn the key guidelines for storing medical records, ensuring compliance, and securing digital estate planning documents.
September 04, 2024

Ethical Wills in Estate Planning: How They Enhance Your Legacy

How do ethical wills add value to estate planning? Discover how ethical wills pass on your values and beliefs alongside traditional estate planning documents.
September 03, 2024

Presidential Estate Planning: Lessons from US Leaders' Legacies

Learn valuable estate planning lessons from former US presidents like George Washington and Abraham Lincoln, and avoid common mistakes they made.
September 02, 2024

Corrective Deed California: How to Fix Property Deed Errors

Need to fix errors in a property deed? Learn how to file a corrective deed in California, ensure your title is clear, and keep your estate in order.
September 01, 2024

How Long Should You Keep Bank Statements After a Death?

Discover how long to keep bank statements after a death, which documents are needed to close accounts, and how digital tools can simplify estate management.
August 30, 2024

California Inheritance Law: What You Need to Know About Protecting Your Assets

Wondering how California inheritance law affects your estate? Discover how to safeguard both your physical and digital assets, and ensure your legacy is secure.
August 29, 2024

Pet Guardianship Form: What It Is and Why You Need One

Unsure about pet guardianship forms? Learn why a pet guardian is essential for your pet's future and how to ensure their care if something happens to you.