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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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
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Why Name an Alternate Executor in Your Will?
Naming an alternate executor in your will means you have a say as to who will act as your executor if your chosen representative is unable to fulfill their role.
· 2 min read
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How to Stress Test Your Estate Plan
Taking a few precautions can help protect your estate plan from challenges and can also help ensure your wishes are carried out after you pass away.
· 4 min read
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Who Should Be Your Successor Trustee?
A competent and reliable successor trustee can help achieve your goals and provide continuity of management
· 4 min read
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How COVID-19 Is Propelling Virtual Estate Planning
New regulations can help you—and your attorney—complete estate planning virtually, but rules vary by state.
· 3 min read
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Top 5 Biggest Living Trust Blunders to Avoid
Often the biggest hurdle seems to be picking between a living trust and a will. But did you know that you just half way there. Here is a list of the biggest blunders people make when they actually sit down to write a trust so you know exact what to avoid.
· 4 min read
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Child Heirs: Bequeathing to Minors
There are challenges to leaving assets to minors, but they can be overcome with proper preparation.
· 4 min read
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Estate Planning: Gifting Unrelated Caregivers
What does the law say about leaving money or property to caregivers or friends who aren't related to you?
· 2 min read
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Appointing a Legal Guardian
Learn why you should appoint a legal guardian for your children, the rights and responsibilities of the legal guardian, and the steps that you need to take to appoint someone as the legal guardian of your children.
· 5 min read
