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Help Center
Introduction
Investment Portfolios
Investment Terminology and Instruments
Technical Analysis and Trading
Cryptocurrencies and Blockchain
Retirement
Retirement Accounts
Personal Finance
Corporate Basics
What is a Revocable Trust?

What is a Revocable Trust?

A Revocable Trust is also known as a Living Trust, and it is an estate planning vehicle that allows you to determine...
How Much Does it Cost to Prepare a Trust?

How Much Does it Cost to Prepare a Trust?

The cost of setting up a trust varies depending on the type of trust and its complexity, but generally speaking a...
Do I Need Professional Help to Prepare a Trust?

Do I Need Professional Help to Prepare a Trust?

In most cases, you should consult a tax professional and/or an estate planning attorney for help in setting up a trust
Do I Need a Trust?

Do I Need a Trust?

Whether or not you need a trust depends on several factors, some of which include: your level of assets, the...
What is the Difference Between a Will and a Trust?

What is the Difference Between a Will and a Trust?

A primary difference between a will and a trust is that a will goes into effect once you die, but a trust goes into...
What is a Charitable Remainder Unitrust (CRUT)?

What is a Charitable Remainder Unitrust (CRUT)?

A Charitable Remainder Unitrust (CRUT) is an irrevocable trust that donates a fixed percent to a charitable organization
What is an Irrevocable Trust?

What is an Irrevocable Trust?

An Irrevocable Trust is one in which the grantor (the person who creates and funds the trust) cannot modify the trust...
How is a Will Implemented After my Death?

How is a Will Implemented After my Death?

After a person’s death, their will is typically reviewed by probate court which will enforce the terms of the will...
Do I Need a Will?

Do I Need a Will?

Yes, generally speaking any person that has assets and liabilities needs a will. In the absence of a will, a deceased...
How Much Does it Cost to Prepare a Will?

How Much Does it Cost to Prepare a Will?

A simple will can be created for free if a person uses an online template from a trusted source and/or creates the...
How Do I Prepare a Will?

How Do I Prepare a Will?

More complicated wills usually require the help of an attorney who can help you and guide you through the process
Can I Use Standard Online Wills?

Can I Use Standard Online Wills?

You can use online templates for wills in some cases, but you should do so only from trusted sources and at your own...
What is a Living Will?

What is a Living Will?

A Living Will is a document that dictates your wishes in the event you become incapable of making decisions
What is Probate?

What is Probate?

Probate is the legal process that takes place after a person’s death, during which legal documents (such as wills and...
Do I Need Professional Help to Prepare a Will?

Do I Need Professional Help to Prepare a Will?

Generally speaking, however, it makes sense to hire legal help to create your last will and any related trusts, as...
Should I Notarize my Will?

Should I Notarize my Will?

In general, a will must be signed in the presence of two witnesses, each of whom must also sign your will. Whether or...
What is an A-B Trust?

What is an A-B Trust?

An A-B Trust is a plan which actually creates two trusts at the death of the first spouse, and is a strategy intended...