Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
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Gifting to Heirs: An Introduction
Are you considering giving a significant gift to a future heir this holiday season? Our introduction explains the potential tax benefits as well as other important considerations for gifting to heirs.
· 3 min read
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Texas Last Will and Testament: A Comprehensive Guide
Specific laws affect how a last will protects your wishes in Texas. Find out more about the specific laws that affect last wills in Texas, how to get a last will, how to change a last will, and more.
· 9 min read
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How to Create a California Last Will and Testament
A last will ensures your property is passed according to your wishes when you pass away. Find out more about the specific laws that affect last wills in New Hampshire, how to get a last will, how to change a last will, and more.
· 8 min read
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Power of Attorney Requirements in Texas
Texas has some unique requirements for granting power of attorney that you need to know before setting yours up.
· 4 min read
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11 Steps to Fund Your Living Trust
Find out the proper way to fund your trust so that it will accomplish your goals, and what assets you should not transfer to your trust.
· 5 min read
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Use a Successor Trustee to Keep Your Trust Intact
A successor trustee is the person who will step into your shoes if you become incapable of managing your trust's affairs. Here is what you need to know about this important role.
· 5 min read
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How to Change a Living Trust
If changes happen in your life, you may wonder if you can make changes to your living trust. Find out how to change or amend your living trust.
· 4 min read
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Make a Living Trust: A Quick Checklist
A living trust is one of the most flexible estate planning options available, but how do you go about writing one? Follow this checklist!
· 5 min read
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Charitable Giving in Trusts
A charitable trust allows you to give to your favorite charity while still generating a stream of income from the donated assets.
· 5 min read
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Living Trusts 101: Funding and Managing a Living Trust
A how-to guide to getting your living trust funded.
· 3 min read
