Estate Planning

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

Top 10 duties of an executor of a will
The executorship of a will comes with a lot of responsibilities and duties. Here are the basics so you'll know what to expect.
April 23, 2024 · 3 min read
What Is a Simple Will?
Creating a simple will is easy if you follow a few key rules.
April 23, 2024 · 2 min read
Contingent beneficiaries in a living trust
You've designated a primary beneficiary for your living trust. But have you considered choosing a contingent beneficiary as well? Learn the benefits of having a contingent beneficiary for your living trust.
April 23, 2024 · 3 min read
What Is an Irrevocable Trust?
An irrevocable living trust can provide benefits not available with a revocable trust. Learn how an irrevocable trust can avoid taxes, protect property from creditors, and preserve property if Medicaid or other government benefits become desirable.
April 23, 2024 · 3 min read
What does a living trust do?
A living trust can help you avoid the hassles and delays of probate and has other benefits as well.
April 23, 2024 · 3 min read
Types of healthcare directives
Planning ahead with an advance healthcare directive can make difficult healthcare decisions less stressful.
April 23, 2024 · 3 min read
What is federal inheritance tax vs. estate taxes?
An inheritance tax is different from an estate tax. Whether you have to pay one, both, or neither depends upon the state where you live.
April 22, 2024 · 8 min read
Do I Need a Living Will?
A living will is an important document every adult should complete with thoughtfulness and care. Doing so protects not only you but your family as well.
April 22, 2024 · 2 min read
Common terms in wills and trusts
When you first begin working on your will or trust, you may find some of the terms are unfamiliar. Find out what these legal terms mean.
April 22, 2024 · 4 min read
Protect your disabled child with a special needs trust
Parents with special needs children must take extra care with their estate planning. To ensure that the children receive appropriate care and support after their parents are gone, most experts recommend creating a special needs trust.
April 22, 2024 · 3 min read

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