Estate planning

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Money & Debt

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Estate planning

These articles focus on issues related to estate planning and end of life arrangements. Some of the topics covered are wills, trusts, setting up power of attorney, and small estate affidavits.

Creating a Transfer on Death Instrument
Learn the steps to transfer real estate through a Transfer on Death Instrument without going through the probate process.
How-To
Small estate affidavit
This Easy Form helps you make forms to transfer someone's personal property worth up to $150,000 after their death.
Easy Form
Transferring property with a small estate affidavit
Explains when a small estate affidavit can be used to transfer your property after death without going to court.
Guide
Risks of using a small estate affidavit
Explains the possible negative consequences of utilizing an affidavit for a small estate
Text article
Paying inheritance tax
Question and answer column with John Roska
Text article
Using a living trust to transfer property without probate
A webpage that explains how to use a living trust as your primary estate-planning tool.
Link
Wills for estate planning
Learn about how a Last Will and Testament can help you prepare your estate for after you die.
FAQ