Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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How Blended Families Are Changing the Estate Planning Rules
To avoid estate planning issues, families need to be open about the process, set up trusts, and designate trustees.
· 4 min read
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Understanding the Use of a Corporate Trustee in Estate Planning
A corporate trustee could be the best choice for managing your trust, but there are also some potential disadvantages to consider. Learn the pros and cons of using one.
· 3 min read
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Update Your Estate Planning Documents for the New Year
The beginning of the year is an ideal time to review your estate planning documents to ensure they still represent your wishes and circumstances accurately. It's not only important to consider your property and assets, but the people involved—beneficiaries, executor, trustee, guardian, and more.
· 2 min read
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Estate Planning Mistakes to Avoid When Getting Remarried
Don't make these four common errors when getting remarried.
· 4 min read
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Can Your Power of Attorney Change Your Living Trust?
Your power of attorney can only make changes to your living trust if you specifically grant them that authority.
· 4 min read
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Understanding Life Insurance Trusts
Would your estate plan benefit from the presence of a life insurance trust? If you have concerns about estate taxes, or about how the insurance policy proceeds will be distributed, here's what you need to know to help you decide.
· 3 min read
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Family Trust vs. Living Trust: What's the Difference?
Both a family trust and a living trust can help you achieve your estate planning goals, but which one is better for you depends on your needs.
· 3 min read
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The Basics of Probate Accounting
If you have been designated the personal representative for a deceased relative or friend, you need to understand the basics of how to handle the probate accounting.
· 4 min read
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Reasons to Appoint a Co-Executor of Your Will
An important part of estate planning is selecting an executor for your will. In some situations, it may be a good idea to designate two or more co-executors.
· 3 min read
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10 Ways to Prepare to Help Your Parents Manage Their Finances
These 10 actions can help open the lines of communication and determine where you can play a role.
· 4 min read
