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 Fund a Living Trust: 11 Steps to Protect Your Assets
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.
· 9 min read
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Should I Use a Last Will and Testament Template?
Using a template to write a will works perfectly well for some people, but there are some things you should consider when deciding whether it's the right choice for you.
· 11 min read
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Living Trust: Trustor vs. Trustee
Are you thinking about setting up a living trust? If so, you need to understand the difference between the trustor and trustee, how the two are related, and the role of each.
· 14 min read
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Intestate Succession: What Happens When You Die Without a Will
A will allows you to choose who will inherit from you. When you die intestate (without a will), how your estate is divided is left up to the state. Find out how this would impact you.
· 7 min read
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How to Contest a Will and When You Should
Grief is hard, and it can be compounded when you're sure there's a problem with the will. If you believe that a loved one's will contains mistakes or is invalid, you might be able to contest it.
· 9 min read
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A Smart Way to Avoid Probate: The Living Trust
Assets in a living trust are not considered part of your estate at your death, meaning they can often be distributed without the complications and hassle of going through the probate process.
· 8 min read
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The Case Against Joint Wills for Married Couples
Making one will for two people is usually not advisable because it's irrevocable after the first spouse's death.
· 6 min read
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Making a Living Trust the Beneficiary of a Roth IRA
In the event funds remain in the Roth at your death, designating a living trust as the beneficiary of your Roth IRA also can benefit your heirs.
· 10 min read
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Can I Write My Own Will and Have It Notarized?
If you’re wondering, can I write my own will? We’ve got the answer. Yes! You can.
· 13 min read
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How to Add Property to Your Living Trust
A living trust isn't set in stone. You can add or remove assets so long as you follow the proper procedures to do it.
· 8 min read
