Estate Planning

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

Check your will before you pack your swimsuit: 6 estate plan to-dos before vacation
If you're planning a trip, you're probably busy looking at maps and booking hotel rooms, but you also should take a few moments to look over your estate plan before you go. Find out why you'll enjoy your vacation more if you do.
March 17, 2023 · 4 min read
Estate taxes: What they are and how to plan for them
Learn the basics about estate taxes and how you can plan to avoid or reduce them in this short primer.
March 16, 2023 · 3 min read
Legal documents singles need to start their estate plan
Even single people should have estate planning documents in place. Learn what types of documents are advisable and how each one can protect you.
March 16, 2023 · 3 min read
How long does probate take?
Whether you're an executor, administrator, or heir to a probate estate, you probably want to know—just how long is this going to take? Read on.
March 15, 2023 · 4 min read
How to refuse an inheritance
Refusing an inheritance isn't complicated, but you must be sure you're making the right decision and also following proper procedure.
March 14, 2023 · 2 min read
Estate planning: An overview
A basic estate plan protects you and your family, and it's not as complicated as you might think.
March 14, 2023 · 3 min read
Certified financial planner vs. financial planner: What's the difference?
Looking to hire a financial planner? Read on to learn the differences between professional financial planner designations, and how to choose the best adviser for your financial needs.
March 14, 2023 · 5 min read
Including your stepchildren in your estate plan
Here are some of the challenges blended families face in estate planning and what you need to know to make sure your final wishes are respected and followed.
March 14, 2023 · 3 min read
What you need to know about intestate inheritance
In the absence of a will, how an estate is divided varies based on a number of factors. Learn what might happen to your property if you fail to leave a will for your heirs.
March 14, 2023 · 3 min read
What do I need besides a living trust?
A living trust is not enough. Adding simple documents in addition to your living trust will create a comprehensive estate plan to protect both you and your family. Find out more about which documents you may need and how to get them.
March 13, 2023 · 4 min read

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