Estate Planning

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

Who is a trustee?

In estate planning, two primary instruments to transfer property come to mind: the first is a will, the second is a trust. A will is easy to understand; you say what someone gets, they get it. The concept behind a trust is somewhat more complex, and you need trustees. So what is a trustee, and what function does that person serve?

April 22, 2024 · 3 min read

Joint last wills and testaments

April 22, 2024 · 2 min read

What Is a Contingent Beneficiary?

In the event that your primary beneficiary is unavailable or unable to receive an asset, you'll want to have designated a contingent beneficiary. Learn more here.

April 22, 2024 · 3 min read

Legatee, Heir, Beneficiary, and Devisee: What Are the Differences?

A quick guide to the language of inheritance to help you make sense of who's who in an estate plan.

April 22, 2024 · 3 min read

The facts about advance directives

Advance directives are documents that detail your wishes for your care if you're incapacitated or terminally ill and need someone to make medical decisions for you.

April 22, 2024 · 3 min read