Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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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
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How Divorce Affects Your Estate Plan
A final divorce decree settles the financial and legal issues between you and your ex, but it doesn't change your estate planning documents. Find out why it's important to revise your estate plan when you divorce.
· 4 min read
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Having the Talk About Estate Planning with Your Aging (Not-so-Tech-Savvy) Parents
It's hard to find the right moment to talk to your aging parents about their finances and plans for the future. Here are some tips for getting the conversation started, and what to ask them.
· 4 min read
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Fall Is the Time for a Fresh Start on Estate Planning
Fall is the perfect time to get started with, or to finish up, your estate planning. As your children grow, your plan should change so that you're prepared for the future. And your adult children need to start making estate plans of their own.
· 3 min read
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Estate Planning for the Single Person
Estate planning for the single person differs from estate planning for married couples. It’s important that singles draw up an estate plan that provides specific instructions on how to manage their affairs.
· 4 min read
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Estate Planning for the Modern Family
Today's families come in many forms. Stepping back to consider who you want protected should tragedy occur can be tough. Whether you have a life partner, lifelong friend, or you're part of a husband-and-wife team with or without kids, a parent or grandparent to biological kids, adopted children, or stepkids, the family tree can have many branches. It's important to act now to help everyone you care about—including your pets.
· 2 min read
