Estate Planning

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

How to stress test your estate plan
Taking a few precautions can help protect your estate plan from challenges and can also help ensure your wishes are carried out after you pass away.
April 5, 2023 · 4 min read
Who should be your successor trustee?
A competent and reliable successor trustee can help achieve your goals and provide continuity of management
April 5, 2023 · 4 min read
How COVID-19 is propelling virtual estate planning
New regulations can help you—and your attorney—complete estate planning virtually, but rules vary by state.
April 5, 2023 · 3 min read
Advance healthcare directives
The sooner you begin planning for end-of-life decisions, the easier you make life for the family members or friends who may be called upon to act on your behalf.
April 5, 2023 · 5 min read
What you need to know about your spouse's finances
No one likes to think about losing a spouse, but it's important to be prepared for unfortunate circumstances. Being unprepared only makes a difficult situation more difficult. Talk to your spouse now so you're both prepared in the event of a tragedy.
March 30, 2023 · 3 min read
Top 5 biggest living trust blunders to avoid
Often the biggest hurdle seems to be picking between a living trust and a will. But did you know that you just half way there. Here is a list of the biggest blunders people make when they actually sit down to write a trust so you know exact what to avoid.
March 27, 2023 · 4 min read
Child heirs: Bequeathing to minors
There are challenges to leaving assets to minors, but they can be overcome with proper preparation.
March 27, 2023 · 4 min read
Estate planning: Gifting unrelated caregivers
What does the law say about leaving money or property to caregivers or friends who aren't related to you?
March 27, 2023 · 2 min read
Appointing a legal guardian
Learn why you should appoint a legal guardian for your children, the rights and responsibilities of the legal guardian, and the steps that you need to take to appoint someone as the legal guardian of your children.
March 27, 2023 · 5 min read
New year, new will
One of the least discussed, but most important part of everyone's life is the creation and maintenance of a final will. In the New Year, people prefer to focus on the opportunities ahead, and a will is an opportunity to ensure their final arrangements will be made according to their wishes.
March 27, 2023 · 2 min read

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