Estate Planning Basics

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

Leaving Money for College: Education Trusts
The cost of raising a child is nearly $286,000. And a good chunk of that is education costs. One way to cover ever-growing education costs is by setting up an education trust. An education trust can pay for school and help avoid estate taxes—we tell you how.
June 12, 2024 · 4 min read
Having the talk about estate planning with your aging (not-so-tech-savvy) parents
It's hard to find the right moment to talk to your aging parents about their finances and plans for the future. Here are some tips for getting the conversation started, and what to ask them.
June 12, 2024 · 4 min read
Reasons to avoid probate
Probate is a court procedure every will must go through. If it’s so common, why is it something people work so hard to avoid? Find out why you might want to avoid probate.
June 12, 2024 · 3 min read
What happens to your digital assets when you die?
Smart phones, tablets, and computers are part of many people’s daily lives. What happens to all of those digital files, photos, and songs when you die? Learn more about what you can do to protect your digital assets.
June 12, 2024 · 4 min read
Fall is the time for a fresh start on estate planning
Fall is the perfect time to get started with, or to finish up, your estate planning. As your children grow, your plan should change so that you're prepared for the future. And your adult children need to start making estate plans of their own.
June 11, 2024 · 3 min read
Estate planning for the modern blended family
June 11, 2024 · 3 min read
Small business solutions to minimize estate taxes
If you're an entrepreneur, your business is likely your most valuable asset. Fail to take the time to plan for disability or death and your estate may face significant tax consequences. So how do you protect your business and your heirs?
June 11, 2024 · 3 min read
What to consider when you believe a relative is not of sound mind
June 11, 2024 · 3 min read
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.
June 11, 2024 · 2 min read
Top 10 Reasons to Update Your Estate Planning Documents
Keeping your estate planning documents up to date is the best way to ensure your loved ones' financial well-being—and that your wishes are honored when the time comes.
May 3, 2024 · 11 min read