Estate Planning Basics

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

FLP: What is a family limited partnership and how can it save your family money?
Despite its increasing popularity, the family limited partnership comes with some significant disadvantages that may make it an unsuitable tool for your estate plan.
November 16, 2022 · 4 min read
How to use a Social Security calculator for estate planning
With the Social Security calculator, you can not only figure out what your benefit will be when you retire, but you can also use the information you discover to start the estate-planning process.
November 10, 2022 · 3 min read
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.
November 10, 2022 · 3 min read
Financial Planning 101: What newlyweds should know
You just got married. You're ready to start your life together—but what about your finances? This may not be the most exciting aspect of your new, “just married" life together, but it's one of the most important.
November 2, 2022 · 5 min read
Legal documents retirees need to start their estate plan
Before you step into retirement, take the time to create legal documents that will protect you and your assets now and after you pass. Discover the steps you need to take now.
October 18, 2022 · 4 min read
What does HIPAA mean for your privacy?
Just like your financial and personal information, keeping your medical information private is vital. And in today's online world, that can be a challenge.
October 25, 2021 · 4 min read