Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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What Is Estate Planning? Everything You Need to Know
Estate planning is the process of preparing for the distribution of your assets after you die or become incapacitated.
· 7 min read
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Top 10 Reasons to Update Your Estate Planning Documents
Keeping your estate planning documents up to date is the best way to ensure your loved ones' financial well-being—and that your wishes are honored when the time comes.
· 9 min read
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The Financial Planning Process: Why and How to Include Estate Planning
Creating a solid personal financial plan involves more than just budgeting and saving money. It should also include some estate planning—starting with drawing up a will and going from there.
· 4 min read
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Reasons to Avoid Probate
Probate is a court procedure every will must go through. If it’s so common, why is it something people work so hard to avoid? Find out why you might want to avoid probate.
· 3 min read
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Proper Estate Planning Lets You Face the Coronavirus on Your Terms
Thinking about estate planning during the coronavirus pandemic? Read more about what documents are important during these difficult times.
· 6 min read
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New Year, New Will
One of the least discussed, but most important part of everyone's life is the creation and maintenance of a final will. In the New Year, people prefer to focus on the opportunities ahead, and a will is an opportunity to ensure their final arrangements will be made according to their wishes.
· 2 min read
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Life Is Constantly Changing—So Should Your Estate Plan
No matter how old you are, how small or large your estate is, or how many family members you have, you need a plan in place for what's going to happen with your money and personal possessions after you die.
· 3 min read
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Legal Documents Singles Need to Start Their Estate Plan
Even single people should have estate planning documents in place. Learn what types of documents are advisable and how each one can protect you.
· 4 min read
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Essential Medical/Financial Documents for Parents of College-Bound Child
If your child has a serious accident or illness at college, you may not be able to talk to doctors or be involved in your child's care without the right paperwork. Find out what you need to protect your family and avoid being left in the dark.
· 4 min read
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How Natural Disasters Stress the Need for Estate Planning
Being prepared for a natural disaster means having a well-stocked supply closet: extra toilet paper, clean water, batteries, and other necessities. But being prepared also means having an estate plan.
· 4 min read
