Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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5 Steps to Protect Family Heirlooms
Use these tips to avoid disputes over cherished family items.
· 2 min read
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Top Five Mistakes to Avoid Writing a Living Trust
A living trust can be an important part of your estate plan, but watch out for errors that could hamper your estate planning objectives or invalidate the trust.
· 4 min read
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Estate Plan Strategies for Small Business Owners
What happens to your business after your death depends a lot on decisions you make now.
· 4 min read
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Rights and Responsibilities of a Remainderman
Do you stand to inherit property or plan to reserve a life estate in property? Read up on the basics of the rights and duties of a remainderman.
· 3 min read
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Contingent Beneficiary vs. Primary Beneficiary
One of the best ways to make sure your assets are handled according to your wishes is to designate both primary and contingent beneficiaries. Learn the difference between the two so you can make an informed decision.
· 4 min read
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How an Estate Plan Can Protect Your Business, Family
With the right estate plan, you can minimize the chance your business will suffer or cause family conflicts after your death.
· 3 min read
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Updating Beneficiary Designations: Why It's so Important
When you sign up for a life insurance policy or a retirement account, you name a beneficiary to receive the proceeds of the policy when the policyholder dies. But what happens if you forget to change your beneficiary as your life changes? You might be surprised by the answer.
· 3 min read
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Protect Your Children: Pick a Guardian
A little effort now can save a world of painful problems in the future. Ensure that your kids will get the best childhood possible, no matter what.
· 3 min read
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How to Choose a Name for Your Trust
While most people name their living trust their and their spouse’s full names, you don’t have to. Find out about what factors to consider when naming your trust—and whether or not you can change the name once your trust is funded.
· 4 min read
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How to Talk to Your Family About Estate Planning
Want to talk to your parents or grandparents about estate planning, but feel like the topic is taboo? You're not alone. Discussions about estate planning are difficult for many families. Use our tips to broach the subject with sensitivity.
· 2 min read
