Estate Planning Basics

Learn the essentials around planning and protecting the future for your family and loved ones.

Do I need to update my estate planning documents if I move to a new state?
If you are moving to a new state, you surely have many thoughts and concerns on your mind, but don't let your estate planning documents fall through the cracks.
March 26, 2024 · 4 min read
Update your estate planning documents for the new year
The beginning of the year is an ideal time to review your estate planning documents to ensure they still represent your wishes and circumstances accurately. It's not only important to consider your property and assets, but the people involved—beneficiaries, executor, trustee, guardian, and more.
March 26, 2024 · 2 min read
Estate planning mistakes to avoid when getting remarried
Don't make these four common errors when getting remarried.
March 26, 2024 · 4 min read
5 estate planning tips when you have no children
Here are some important questions to ask yourself about your final wishes, even if you live child-free.
March 26, 2024 · 4 min read
10 estate planning must-do's before you travel
No one likes to think of worst case scenarios before a trip, but there are certain estate planning documents you should have in place before you leave.
March 26, 2024 · 4 min read
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.
March 26, 2024 · 4 min read
Can your power of attorney change your living trust?
Your power of attorney can only make changes to your living trust if you specifically grant them that authority.
March 14, 2024 · 4 min read
Understanding life insurance trusts
Would your estate plan benefit from the presence of a life insurance trust? If you have concerns about estate taxes, or about how the insurance policy proceeds will be distributed, here's what you need to know to help you decide.
February 22, 2024 · 3 min read
Family Trust vs. Living Trust: What's the Difference?
Both a family trust and a living trust can help you achieve your estate planning goals, but which one is better for you depends on your needs.
February 7, 2024 · 3 min read
Financial planning: The basics
Financial planning isn't just for the rich. It's for everyone, young and old, and the best time to get started is now, beginning with these basic financial planning tips.
February 2, 2024 · 5 min read