Estate Planning Basics

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

The basics of probate accounting
If you have been designated the personal representative for a deceased relative or friend, you need to understand the basics of how to handle the probate accounting.
February 1, 2024 · 5 min read
Reasons to appoint a co-executor of your will
An important part of estate planning is selecting an executor for your will. In some situations, it may be a good idea to designate two or more co-executors.
January 31, 2024 · 2 min read
5 steps to protect family heirlooms
Use these tips to avoid disputes over cherished family items.
December 11, 2023 · 2 min read
Top five mistakes to avoid writing a living trust
A living trust can be an important part of your estate plan, but watch out for errors that could hamper your estate planning objectives or invalidate the trust.
December 11, 2023 · 4 min read
Estate plan strategies for small business owners
What happens to your business after your death depends a lot on decisions you make now.
October 25, 2023 · 4 min read
Rights and responsibilities of a remainderman
Do you stand to inherit property or plan to reserve a life estate in property? Read up on the basics of the rights and duties of a remainderman.
September 28, 2023 · 3 min read
Contingent beneficiary vs. primary beneficiary
One of the best ways to make sure your assets are handled according to your wishes is to designate both primary and contingent beneficiaries. Learn the difference between the two so you can make an informed decision.
September 12, 2023 · 4 min read
How an estate plan can protect your business, family
With the right estate plan, you can minimize the chance your business will suffer or cause family conflicts after your death.
August 28, 2023 · 3 min read
Updating beneficiary designations: Why it's so important
When you sign up for a life insurance policy or a retirement account, you name a beneficiary to receive the proceeds of the policy when the policyholder dies. But what happens if you forget to change your beneficiary as your life changes? You might be surprised by the answer.
July 18, 2023 · 2 min read
How to choose a name for your trust
While most people name their living trust their and their spouse’s full names, you don’t have to. Find out about what factors to consider when naming your trust—and whether or not you can change the name once your trust is funded.
June 12, 2023 · 4 min read