Last Will & Testament

What is the Federal Estate Tax Threshold?

If your Taxable Estate is greater than the federal estate tax threshold, you may be liable for paying federal estate taxes.

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Nailing Your Pet Estate Plan Signing Ceremony - 5 Things To Know

Don't overlook these crucial steps to making your plan official and maximizing its benefits.

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What's the Difference Between an Executor and Power of Attorney?

If you're creating a power of attorney at the same time as your last will, you maybe confused what the difference between your agent and executor is. Learn more about the roles and responsibilities of each in this article.

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What is the Spousal Elective Share?

If you plan to leave your spouse less than half of what you own, you need to understand the spousal elective share.

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What's the Difference Between a Power of Attorney and a Limited Power of Attorney?

Learn the difference between a power of attorney and a limited power of attorney to determine which you should use in your estate plan.

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What’s a No Contest Provision?

"No contest" provisions discourage people from challenging a last will in probate court. But you'll need more than just words to make yours effective.

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Tax Advantages of Holding Community Property

Married and living in California or another community property state? You may save on taxes by holding your marital property as community property.

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What is a Last Will?

Learn what a last will is, how it works, and how you can use it as the centerpiece of your new estate plan.

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How to Keep Your Real Estate Ownership Private

Learn three different strategies to keep your real estate ownership private.

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What to Look For in an Estate Planning Attorney

If you want to create your estate plan with an attorney because you have specialized needs, you'll want to engage a specialist. Learn what to look for here.

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The Executor’s Checklist for Materials to Gather After Death

If you have been selected to serve as executor of someone's estate, use this checklist as a guide to prepare for a successful estate administration.

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What is a Notary Public?

Learn what a notary public does and how you can incorporate one into your estate plan.

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