Estate Planning

Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.

Revocable vs. Irrevocable Living Trusts: Which Is Right for You?
A revocable living trust allows you to retain control over the assets you've placed in the trust, but there are certain circumstances where an irrevocable living trust is the better option.
October 11, 2024 · 7 min read
How to Write a Eulogy: 5 Short Eulogy Examples
Knowing how to write a eulogy doesn’t come naturally. Especially in times of grief. Here are some examples to help you prepare
October 11, 2024 · 15 min read
What Does Per Stirpes Mean in Estate Planning?
Per stirpes is the legal term for how assets are distributed if a beneficiary dies before you. Learn how it impacts your legacy and estate.
October 11, 2024 · 7 min read
What Assets Need to Be Listed for Probate?
Determining whether an estate has assets that are not subject to probate can save you time and money. Here are several types of assets that qualify as non-probate assets.
October 10, 2024 · 7 min read
How to recover unclaimed inheritance money
There are millions of dollars of forgotten funds waiting to be claimed. Could you have inherited more than you realize?
October 8, 2024 · 3 min read
When Should You Make a Will?
Q: When should you make a will? A: As soon as you become a legal adult. A will helps you take control over your future and reduces stress for all.
October 6, 2024 · 7 min read
How to Transfer Assets to a Living Trust
Learn exactly how to transfer assets to a living trust with detailed, practical steps, avoiding any unnecessary confusion or legalese.
October 3, 2024 · 14 min read
What Is a Living Will?
A living will details your medical treatment wishes if you’re incapacitated. Learn the benefits and why you should encourage loved ones to create one.
October 1, 2024 · 12 min read
How to Open an Estate Account: A Step-by-Step Guide
Learn why an estate account is an ideal vehicle to properly administer an estate and how you can easily open one.
October 1, 2024 · 9 min read
Do-It-Yourself Will: Pros and Cons
A DIY will is easy and affordable, but if you're not careful, it could cause issues for your estate. Learn how to create a will without an attorney.
September 27, 2024 · 8 min read

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