Estate Planning

What to consider when you believe a relative is not of sound mind

June 11, 2024 · 3 min read

Vermont last will and testament

Find out more about the specific laws that affect last wills in Vermont, how to get a last will, how to change a last will, what you can leave to your heirs through a last will, and more.

June 11, 2024 · 3 min read

Gifting to heirs: An introduction

Are you considering giving a significant gift to a future heir this holiday season? Our introduction explains the potential tax benefits as well as other important considerations for gifting to heirs.

June 11, 2024 · 2 min read

Texas last will and testament: A comprehensive guide

Specific laws affect how a last will protects your wishes in Texas. Find out more about the specific laws that affect last wills in Texas, how to get a last will, how to change a last will, and more.

May 30, 2024 · 10 min read

How to create a California last will and testament

A last will ensures your property is passed according to your wishes when you pass away. Find out more about the specific laws that affect last wills in New Hampshire, how to get a last will, how to change a last will, and more.

May 28, 2024 · 8 min read

Power of Attorney Requirements in Texas

Texas has some unique requirements for granting power of attorney that you need to know before setting yours up.

May 15, 2024 · 3 min read

Top 10 Reasons to Update Your Estate Planning Documents

Keeping your estate planning documents up to date is the best way to ensure your loved ones' financial well-being—and that your wishes are honored when the time comes.

May 3, 2024 · 11 min read

11 simple steps to an estate plan

Getting your estate in order may sound daunting, but it doesn't have to be. Follow these simple steps to get started with building your estate plan.

May 2, 2024 · 5 min read

11 steps to fund your living trust

Find out the proper way to fund your trust so that it will accomplish your goals, and what assets you should not transfer to your trust.

April 26, 2024 · 5 min read

Use a successor trustee to keep your trust intact

A successor trustee is the person who will step into your shoes if you become incapable of managing your trust's affairs. Here is what you need to know about this important role.

April 26, 2024 · 5 min read