Estate planning &
settlement resources

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.

Not sure what to do when a coworker loses a loved one? This guide shares thoughtful gift ideas, message examples, and ways to show ongoing support.

Need to know how to cancel a credit card after someone dies? Learn the exact steps to take, what documents you’ll need, and how to protect the estate.

Learn how to cancel a cell phone contract after someone dies, including the steps to follow, required documents, and tips to avoid unnecessary fees.

Wondering what happens to credit card debt you die? Learn who’s responsible, how to handle accounts, and what steps to take after a loved one passes.

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 from identity theft. This step-by-step guide covers what to do after death to prevent fraud and secure their legacy.

Discover the critical importance of outlining your final wishes to ensure your legacy is honored and reduce stress for your 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, it can be overwhelming to know what to do next. This guide provides a step-by-step approach to help you navigate through this difficult time, offering practical advice and support.

Only a few airlines continue to offer bereavement flights in 2025 - Delta Airlines - Air Canada - Alaska Airlines - WestJet

Learn about Employee Assistance Programs (EAPs), how they support employee well-being, and the benefits they offer both employees and employers in this guide.

Discover the critical importance of outlining your final wishes to ensure your legacy is honored and reduce stress for your loved ones.

Discussing your estate plan with family is crucial to ensuring your wishes are respected and preventing future conflicts. Learn how to approach this sensitive conversation, set the right tone, and address concerns for a smoother estate planning process.

Trusts are essential tools for estate planning, offering benefits like asset protection, privacy, and tax efficiency. Learn about different types of trusts—testamentary, revocable, irrevocable—and how they can help secure your financial legacy and protect your loved ones.

Designating beneficiaries on your financial accounts is a crucial yet often overlooked aspect of financial planning. Learn how this simple step can help your loved ones avoid probate, ensure quick asset transfer, and align with your estate planning goals.