Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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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.
· 5 min read
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Including Digital Assets in Your Estate Plan
In the event of your death or disability, what happens to all of your online accounts and the data stored on your electronic devices? Find out how to include digital assets in your estate plan.
· 4 min read
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Why Avoid Probate?
You have probably heard the advice to want to avoid probate, but do you know why you should and how to go about it? Find out why probate can be expensive and how to avoid it.
· 3 min read
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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.
· 4 min read
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If You're a Single Parent, Here Are the Documents You Need to Keep Your Family Safe
Estate planning for the single parent involves many important considerations. Read on to learn more about the documents you need to keep your family safe should anything happen to you.
· 7 min read
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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.
· 4 min read
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5 Steps to Get Your Estate in Order
Use these tips to help you get your affairs in order so your wishes will be carried out.
· 4 min read
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Use a Letter of Last Instruction to Convey Your Final Wishes
In estate planning, having a letter of last instruction can ensure that your loved ones are clear on your final wishes. Learn more about this document here.
· 8 min read
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Revising Your Estate Plan After Divorce
After a divorce, your estate plan will undoubtedly change. It is important to consider changing your will, living trust, power of attorney documents, and beneficiary designations. Find out how divorce can affect your estate plan.
· 3 min read
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I've Been Named the Executor of a Will. Now What?
The executor of a will is responsible for carrying out a deceased loved one's wishes. If someone named you the executor, you'll need to learn more about what your role will be, which includes ensuring their assets are distributed to the beneficiaries.
· 4 min read
