Estate Planning Basics

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

Estate planning in your 20s, 30s, and beyond
Think you're too young for estate planning? Find out about the kinds of estate planning documents you need, whether you're in your 20s or your 60s.
March 26, 2024 · 3 min read
4 lessons coronavirus can teach us about estate planning
Coronavirus has created a lot of fear. Taking charge of your estate plan can help you ease some of those worries.
March 26, 2024 · 4 min read
Proper estate planning lets you face the coronavirus on your terms
Thinking about estate planning during the coronavirus pandemic? Read more about what documents are important during these difficult times.
March 26, 2024 · 7 min read
How blended families are changing the estate planning rules
To avoid estate planning issues, families need to be open about the process, set up trusts, and designate trustees.
March 26, 2024 · 3 min read
Estate planning: A holiday checklist
As your family grows and changes, your estate plan should, too. Family holiday gatherings are a great time to ask these five important questions to guide your estate planning—or at least to get the conversation started.
March 26, 2024 · 3 min read
Estate planning for the modern family
Today's families come in many forms. Stepping back to consider who you want protected should tragedy occur can be tough. Whether you have a life partner, lifelong friend, or you're part of a husband-and-wife team with or without kids, a parent or grandparent to biological kids, adopted children, or stepkids, the family tree can have many branches. It's important to act now to help everyone you care about—including your pets.
March 26, 2024 · 2 min read
Understanding the use of a corporate trustee in estate planning
A corporate trustee could be the best choice for managing your trust, but there are also some potential disadvantages to consider. Learn the pros and cons of using one.
March 26, 2024 · 3 min read
Estate planning for the single person
Estate planning for the single person differs from estate planning for married couples. It’s important that singles draw up an estate plan that provides specific instructions on how to manage their affairs.
March 26, 2024 · 4 min read
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