Estate Planning

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

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.
February 16, 2023 · 4 min read
How to set your retirement date
Wondering how to pick a retirement date that will work the best for your retirement future? Read on to learn more about the factors you need to consider when deciding when to retire.
February 15, 2023 · 4 min read
How to avoid challenges to your estate plan after you're gone
The best laid out estate plans may not hold up if a disgruntled relative decides to challenge them. Find out how to make your estate plan bulletproof.
February 15, 2023 · 3 min read
How a pooled trust protects your family
If your family member qualifies for Medicaid and SSI, how can they acquire additional income without being disqualified from these government programs? Find out how your family member can own additional assets without being disqualified.
February 14, 2023 · 3 min read
Estate planning for your special needs child
Special needs children require special estate planning, especially if they receive needs-based government assistance. Learn about your options and what most professionals recommend.
February 14, 2023 · 3 min read
Creating an irrevocable burial trust
When creating an estate plan, be sure to consider the possibility of setting up an irrevocable burial trust. This fairly simple legal document may enable you to both pay funeral costs and secure Medicaid benefits for long-term care.
February 14, 2023 · 4 min read
When is it time to use a trustee deed?
Find out how a trustee deed is used to transfer ownership of real property in a foreclosure sale.
February 14, 2023 · 3 min read
Use your estate plan to take care of children with special needs
Children with special needs require a great deal of resources and support. Parents often worry about what will happen to their children with special needs after they are gone. Setting up a special needs trust can help ease your worry.
February 14, 2023 · 4 min read
9 things to avoid when naming your beneficiaries
Don't make these common mistakes when naming beneficiaries.
February 13, 2023 · 6 min read
When your digital existence outlives you: How to manage the digital afterlife
So much of modern life happens online, but most people don't have a plan for managing their digital accounts and assets if they're no longer able to. Learn why you need a plan for the digital afterlife and how to make one.
February 10, 2023 · 4 min read

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