Estate planning &
settlement resources

Learn about the 10-year rule for inherited IRAs, mandatory RMD requirements, and distribution deadlines for beneficiaries in June 2026.

Learn what to do with a safety deposit box after someone dies. Read about the required documents, legal steps, and state rules for June 2026.

Learn how much probate costs by state. Complete fee breakdown covering attorney fees, executor compensation, and court costs for June 2026.

Learn if you pay taxes on inheritance, how beneficiaries are taxed on inherited property and accounts, and what states have inheritance tax in June 2026.

Learn how to avoid probate with trusts, beneficiary designations, and joint ownership. Complete strategies for families in June 2026 to skip court fees.

Florida has no inheritance tax or state estate tax in July 2026. Learn what families owe federally, capital gains rules, and non-resident estate tax

Learn what it means when a will is in probate, how long the court process takes, and what families should expect during estate settlement in June 2026.

Learn what probate court is, how the process works, and what executors should expect when settling an estate in Arizona, Connecticut, or Ohio. June 2026 guide.

Learn how payable on death bank accounts work, as well as key details about claim processes in June 2026.

Learn which states enforce filial responsibility laws in June 2026, and when adult children can be sued for a deceased parent's nursing home and medical debts.

Learn how a lady bird deed in Florida works, its benefits for executors, and requirements for valid property transfer. Complete guide for June 2026.

Learn how to find your deceased loved one's accounts with this complete May 2026 guide covering banks, retirement plans, insurance, and unclaimed property.

New York estate tax exemption is $7.35M in May 2026 while federal is $15M. Learn about the cliff rule, filing requirements, and what executors should know.

Learn how to get power of estate after a death without a will in May 2026. Guide to Letters of Administration, state laws, costs, and timelines.

Learn how to find assets of a deceased person online for free using state databases, credit reports, and policy locators. Complete guide for May 2026.

Learn when probate is required for estates, which assets skip court, and how state thresholds shape the process. Plain-language guide for families in May 2026.

Learn how to find the bank accounts of a deceased parent in May 2026. Search tax returns, state databases, and employer records to locate accounts.

Learn what estate administration is and how executors and families settle estates. Complete guide covering process, timeline, and duties. May 2026.

Compare the best estate tax filing services for executors in May 2026. See which handle IRS filings, Form 1041, Form 706, and agency notifications for you.

Learn how to reimburse yourself from an estate account in May 2026. Covers eligible expenses, documentation requirements, timing, and tax treatment.

Are obituaries necessary? Learn what you need to know about obituary requirements, costs, and alternatives for families in May 2026.

Learn how to get letters testamentary in New York with this step-by-step guide. Filing requirements, timelines, and what executors need in May 2026.

Learn how long probate takes in Florida. Most estates run 9-12 months, while summary cases close in 1-3 months. Complete timeline for executors in May 2026.

Learn how to manage multiple inherited bank accounts in May 2026. Find accounts, open estate accounts, handle transfers, and settle inheritances efficiently.