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Estate Planning

Explore vital aspects of estate planning to secure your family's future effectively and avoid common pitfalls with our expert insights.

Why is estate planning critical for individuals regardless of wealth?

Estate planning is essential because it allows individuals to manage their assets and ensure their distribution according to their wishes after death. It isn't reserved solely for the wealthy; anyone with assets, responsibilities, or family concerns can benefit. Effective estate planning helps minimize taxes, avoids probate delays, and provides clear instructions for family support and healthcare decisions, thus ensuring your legacy and intentions are respected.

What Is Joint Tenancy in Estate Planning?
Estate Planning

What Is Joint Tenancy in Estate Planning?

Joint tenancy offers many advantages in estate planning, including avoiding probate, but it comes with important considerations and alternatives.
SimplyTrustSimplyTrust EditorialOctober 20, 2025
What Are the Community Property States?
Estate Planning

What Are the Community Property States?

Learn about the community property states and how laws in these states can impact your estate planning strategies.
SimplyTrustSimplyTrust EditorialOctober 15, 2025
How Does the Right of Survivorship Shape Estate Plans?
Estate Planning

How Does the Right of Survivorship Shape Estate Plans?

Learn how the right of survivorship in estate planning simplifies asset transfer without probate. Understand its benefits and limitations.
SimplyTrustSimplyTrust EditorialOctober 9, 2025
What Is Community Property Versus Equitable Distribution?
Estate Planning

What Is Community Property Versus Equitable Distribution?

Discover the differences between community property and equitable distribution, and how they impact estate planning, especially in divorce situations.
SimplyTrustSimplyTrust EditorialOctober 2, 2025
Estate Tax Versus Inheritance Tax: Who Takes the Bite
Estate Planning

Estate Tax Versus Inheritance Tax: Who Takes the Bite

Estate tax and inheritance tax are distinct: one is levied on the estate and the other on assets received by beneficiaries, with laws varying by state.
SimplyTrustSimplyTrust EditorialOctober 2, 2025
Estate Planning Is for Everyone, Not Just the Wealthy
Estate Planning

Estate Planning Is for Everyone, Not Just the Wealthy

Estate planning is for everyone, not just the wealthy. It’s about organizing your life. And you don’t even need to own a home to do it.
SimplyTrustSimplyTrust EditorialAugust 8, 2025
How Splitting Assets in Divorce Works
Estate Planning

How Splitting Assets in Divorce Works

Understanding how splitting assets in divorce works can make the divorce process smoother and more equitable.
SimplyTrustSimplyTrust EditorialJuly 29, 2025
The Joy of Estate Planning for Grandchildren
Estate Planning

The Joy of Estate Planning for Grandchildren

Estate planning for grandchildren can be a joy. Thoughtful planning today can nurture their dreams tomorrow.
SimplyTrustSimplyTrust EditorialJuly 23, 2025
5 Ways To Protect Separate Property in Divorce
Estate Planning

5 Ways To Protect Separate Property in Divorce

Protecting separate property in divorce takes smart planning and documentation. Without it, what’s separate can easily turn communal.
SimplyTrustSimplyTrust EditorialJuly 22, 2025
Understanding Community Property and Separate Property
Estate Planning

Understanding Community Property and Separate Property

Knowing the difference between community property and separate property can help you manage and distribute assets with clarity and fairness.
SimplyTrustSimplyTrust EditorialJuly 21, 2025
Adding Pets to Estate Plans: Meet Benny
Estate PlanningTrusts

Adding Pets to Estate Plans: Meet Benny

Adding pets to estate plans: you can’t leave your dog or cat a credit card, but you can make sure they’re taken care of forever.
SimplyTrustSimplyTrust EditorialJuly 17, 2025
The Uncertainty of Life Without An Estate Plan
Estate Planning

The Uncertainty of Life Without An Estate Plan

What happens without an estate plan? Not having a trust or will can lead to delays, disputes, and unintended outcomes.
SimplyTrustSimplyTrust EditorialJuly 15, 2025
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