Estate planning &
settlement resources

Learn how the PA inheritance tax affects heirs in Pennsylvania, including Philadelphia. Understand how the PA inheritance tax affects what heirs receive, what assets are taxed, who files, and how Pennsylvania residents are impacted.

Learn how to use a Small Estate Affidavit in California to claim assets without going through probate. Discover eligibility requirements, step-by-step filing instructions, and the documents you’ll need to simplify the estate settlement process.

When a loved one enters hospice, understanding power of attorney (POA) is essential. Learn the differences between medical and financial POA, why timing matters, and how to protect your family’s wishes during end-of-life care.

Learn when and why power of attorney ceases on death, how POA types differ, and what legal steps follow as authority transitions to the estate executor.

Understand how long people live in hospice, what influences length of stay, and what families can expect during end-of-life care to find comfort and clarity.

Learn what power of attorney before and death means, how to prepare for your role, and the key steps to take now to manage your parents’ finances, healthcare, and legal matters with confidence.

This checklist after the death of a spouse offers step-by-step guidance for grieving partners, from urgent tasks and funeral planning to legal, financial, and emotional support.

What to do when a parent dies involves more than grief—it requires urgent decisions and clear steps. This guide offers practical support to help you navigate the early days with compassion and confidence.

Find a probate lawyer near you with confidence. Learn what to look for, how to compare attorneys, and where to get reliable referrals to navigate probate smoothly.

After a loved one passes, a Care Manager can support you through the legal and financial tasks that follow. In this Q&A, Kylee Bandy talks about losing her father, how it led her to becoming a Care Manager, and the different ways that she’s able to help families.

Learn when bank accounts with beneficiaries bypass probate, how POD designations work, and when accounts may still be subject to court involvement after a death.

Understand what probate after someone dies involves, when it’s required, how to avoid it, and the steps families can take to plan ahead and reduce legal burdens.

Understand how long probate court takes after a death, including typical timelines, common delays, and how to speed up the process with smart estate planning.

Probate attorney fees can vary widely depending on estate complexity, location, and fee structure. Learn what to expect and how to navigate the cost.

Avoid probate in your state with this comprehensive guide to estate planning tools and probate thresholds, including how California’s $184,500 limit compares to others nationwide.

Understand how real estate inheritance tax works, including state and federal rules, potential capital gains, and what to expect when inheriting property.

Wondering who gets the tax refund of a deceased person? Learn how final returns work, who can file, and how refunds are distributed through the estate.

Learn how estate and inheritance tax work, when they apply, and what families need to do after someone dies to handle taxes and settle an estate.

Estate tax kicks in after someone dies if the estate’s value exceeds federal or state limits. Understand key thresholds, rates, and how to plan ahead.

Everything you need to know about beneficiaries paying taxes. Learn which assets are taxed and how state laws affect your inheritance.

Inheritance taxes vary by state—Pennsylvania has one of the strictest. See who pays and how much in each state.

Learn how to contact the Social Security Administration after a death to stop payments, prevent identity theft, and secure survivor benefits efficiently.

What happens to credit card debt when someone dies? Discover how debt is paid, who may be liable, and steps families should take.

Learn how to notify banks after someone dies, close accounts properly, prevent fraud, and ensure a smooth estate process with this practical step-by-step guide.