Estate Planning

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

Should you put online passwords in your will?
People are using the Internet to manage more financial transactions than ever before, from paying bills to big-money transactions like investing or real estate. Many of those who embrace the concept also enjoy the paper-free convenience of receiving their financial documents electronically—bills, account statements, annual reports, and more.
June 12, 2024 · 3 min read
The financial planning process: Why and how to include estate planning
Creating a solid personal financial plan involves more than just budgeting and saving money. It should also include some estate planning—starting with drawing up a will and going from there.
June 12, 2024 · 4 min read
Should Your Power of Attorney be Updated?
Whether you're planning your estate or need someone to handle important financial or legal matters for you while you're away, a power of attorney is an important legal document to have. If you don't have one yet, now is a great time to get one—the laws in many states have been revised to reflect a uniform standard. If you already have a power of attorney, check if your state has revised the laws and update your power of attorney to include the current best practices.
June 12, 2024 · 4 min read
Run your home like a business: Your estate planning checklist
An estate plan allows you to express what you want to happen should you become incapacitated, as well as make sure your possessions end up in the right hands after your death.
June 12, 2024 · 4 min read
Estate planning questions: Should you set up multiple living trusts?
Whether multiple trusts are really better than just one depends on your intended beneficiaries, tax concerns, and overall estate planning goals.
June 12, 2024 · 3 min read
Life insurance in estate planning
Did you know that life insurance can be one of your most effective and flexible tools when it comes to estate planning? Read on for more information.
June 12, 2024 · 4 min read
No-contest clauses in wills and trusts
Are you concerned about a potential challenge to your will or trust once you're gone? A no-contest clause in a will or trust can be quite effective in discouraging challenges to the documents after your death.
June 12, 2024 · 4 min read
Understanding probate lawyer fees
While not every estate needs a probate lawyer, having an experienced attorney as an ally can be a big help to an executor or administrator – but how much will it cost and who is paying?
June 12, 2024 · 4 min read
Idaho last will and testament
Preparing a last will is very important for protecting your wishes when you pass away. Find out how specific laws in Idaho can affect your last will, what happens if you pass away without a last will, and more.
June 12, 2024 · 5 min read
Why avoid probate?
You have probably heard the advice to want to avoid probate, but do you know why you should and how to go about it? Find out why probate can be expensive and how to avoid it.
June 12, 2024 · 3 min read

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