Estate planning &
settlement resources

Learn when estate tax kicks in for 2025. Discover federal and state thresholds, exemptions, and how executors can reduce tax liability.

Learn whether beneficiaries pay taxes on inheritances in July 2026. Covers estate taxes, state inheritance taxes, and taxable assets like IRAs.

What happens to credit card debt when someone dies? Learn who is liable, how to notify creditors, and what steps to take to protect the estate.

Not sure what to send a grieving coworker? This guide shares thoughtful gift ideas, message examples, and ways to offer meaningful support. (July 2026)

Learn how to cancel a credit card after someone dies. This July 2026 guide covers the exact steps, documents needed, and how to protect the estate from fraud.

Learn what happens to credit card debt when someone dies, who is responsible, and how to notify creditors and protect the estate. Updated July 2026.

Google's Inactive Account Manager helps secure your data, manage your digital legacy, and control account access after death.

Learn how to protect a deceased loved one's identity from fraud. This July 2026 guide covers key steps to prevent identity theft after death and secure their

Learn why end-of-life planning matters in April 2025. Discover how to honor your legacy, document final wishes, and ease the burden on loved ones.

Learn how to delete a deceased loved one's 23andMe account to protect family privacy. Step-by-step guide with required documents and instructions.

When someone dies unexpectedly, knowing what to do next can feel impossible. This guide walks through immediate steps, funeral arrangements, and legal matters

Learn what Employee Assistance Programs (EAPs) are, the benefits they offer employees and employers, and how to implement one in your organization effectively.

The 23andMe bankruptcy puts millions of genetic profiles at risk. Learn what families can do to protect a loved one's digital legacy and data in 2025.

Learn how to talk to your family about your estate plan in July 2026. Get tips on setting the right tone, explaining your wishes, and preventing future

Learn about the types of trusts used in estate planning—testamentary, revocable, irrevocable, and more—and how each can protect assets and benefit your heirs.

Learn why setting beneficiaries on your financial accounts matters. Avoid probate, speed up asset transfer, and align with your estate plan. July 2026.

Settling a loved one's estate can take over 400 hours, acting as a second job for grieving employees. Learn how bereavement support protects your workforce in

Learn how to protect your digital assets in estate planning. From online accounts to cryptocurrency, secure your digital legacy and appoint a digital executor.

Learn the truth about estate planning myths. Discover why everyone needs an estate plan, not just the wealthy, in 2025.

Learn how estate settling contributes to employee burnout in July 2026. Discover the key risk factors and strategies businesses can use to support their

The International Day for the Elderly, observed October 1, honors seniors worldwide. Learn how cultures celebrate older adults and support their well-being

Learn how adding estate planning to your employee benefits package can boost retention, reduce stress, and show employees you care about their long-term

Learn how estate planning for blended families works in July 2026, from QTIP trusts to beneficiary updates that protect all family members fairly.

Learn the five estate planning documents everyone should have, from a Last Will to an Advance Healthcare Directive, to protect loved ones in July 2026.