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How to open estate account

How to open an estate account (step-by-step)

Make the process of opening an estate account simple and straightforward with this step-by-step guide. Learn how to gather documents and fulfill your executor duties.

How to get estate EIN

How to get an EIN number for an estate (step-by-step)

Filing estate taxes online can be challenging. Here’s a guide on obtaining an EIN to get you started.

The purple one

Prince: The Tragic Intestate Death of a Musical Legend

Prince left a legacy but had no estate plan. Learn why having one is essential for everyone's future.

Anne Heche at 74th Directors Guild

Anne Heche Dies Without Will: 20-Year-Old Son Settles Estate

Anne Heche was an icon in the entertainment industry, but tragedy struck when she passed away intestate, leaving her 20-year-old son to settle her estate.

Pet estate planning

The importance of including your pet in your estate plan

Pets are a part of the family, and they should be taken into account when planning your estate. Here's why you should include them in your will.

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The passing of Chadwick Boseman: A case study in intestate affairs

Chadwick Boseman’s tragic passing in 2020, and the settling of his estate, offer a glimpse into the need for a will–regardless of one’s age.

Strategic gift giving

Strategic giving: A quick holiday guide

Whether you are new to the idea of financial giving to incur benefits, or a seasoned professional, this post covers all you need to know.

Estate plan for the new year

5 Reasons Why You Should Consider an Estate Plan for the New Year

With the New Year fast approaching, most of us are in a reflective mood. What did we accomplish in 2022? And what can we do better in 2023?