Estate Planning

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

How to Transfer Assets to a Living Trust
Learn exactly how to transfer assets to a living trust with detailed, practical steps, avoiding any unnecessary confusion or legalese.
October 14, 2024 · 14 min read
How to Write a Eulogy: 5 Short Eulogy Examples
Knowing how to write a eulogy doesn’t come naturally. Especially in times of grief. Here are some examples to help you prepare
October 11, 2024 · 15 min read
What Does Per Stirpes Mean in Estate Planning?
Per stirpes is the legal term for how assets are distributed if a beneficiary dies before you. Learn how it impacts your legacy and estate.
October 11, 2024 · 7 min read
What Assets Need to Be Listed for Probate?
Determining whether an estate has assets that are not subject to probate can save you time and money. Here are several types of assets that qualify as non-probate assets.
October 10, 2024 · 7 min read
What Is a Living Will?
A living will details your medical treatment wishes if you’re incapacitated. Learn the benefits and why you should encourage loved ones to create one.
October 1, 2024 · 12 min read
How to Open an Estate Account: A Step-by-Step Guide
Learn why an estate account is an ideal vehicle to properly administer an estate and how you can easily open one.
October 1, 2024 · 9 min read
Do-It-Yourself Will: Pros and Cons
A DIY will is easy and affordable, but if you're not careful, it could cause issues for your estate. Learn how to create a will without an attorney.
September 27, 2024 · 8 min read
Do I Need an Attorney for My Living Trust?
Determining if you need an attorney to create a trust is the first question to ask yourself in this process.
September 26, 2024 · 9 min read
What Is a Living Trust?
A living trust is a legal arrangement that specifies who manages your assets and who inherits them after you die—all while avoiding probate.
September 25, 2024 · 12 min read
When and How to Revoke Power of Attorney
Revoking power of attorney is an easy process that involves drafting a few simple documents. Let’s review how to do it—and when you might need to.
September 24, 2024 · 7 min read

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