Estate Planning

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

Use your estate plan to take care of children with special needs
Children with special needs require a great deal of resources and support. Parents often worry about what will happen to their children with special needs after they are gone. Setting up a special needs trust can help ease your worry.
February 14, 2023 · 4 min read
9 things to avoid when naming your beneficiaries
Don't make these common mistakes when naming beneficiaries.
February 13, 2023 · 6 min read
When your digital existence outlives you: How to manage the digital afterlife
So much of modern life happens online, but most people don't have a plan for managing their digital accounts and assets if they're no longer able to. Learn why you need a plan for the digital afterlife and how to make one.
February 10, 2023 · 4 min read
Living trust: Trustor vs. trustee
Are you thinking about setting up a living trust? If so, you need to understand the difference between the trustor and trustee, how the two are related, and the role of each.
February 6, 2023 · 3 min read
How to handle an inherited 401(k)
Have you inherited a 401(k) plan? Understanding the various considerations involved can help minimize your tax liability and maximize your inheritance.
February 6, 2023 · 4 min read
Using a survivorship deed
If you want to avoid the probate process, consider using a survivorship deed. Is this estate planning tool right for you?
February 3, 2023 · 2 min read
Why you should consider creating a testamentary trust
Testamentary trusts are common estate planning tools for those with minor children. Find out whether this type of trust is right for your situation and how to go about setting one up.
February 2, 2023 · 3 min read
Using an intentionally defective grantor trust to protect your assets
An intentionally defective grantor trust (IDGT) is an estate planning tool that can help preserve your assets for your beneficiaries. Get the details on how they work—and how they might save your beneficiaries from paying exorbitant estate taxes.
February 2, 2023 · 4 min read
Getting and using letters testamentary
If you're acting as the executor of an estate, you must first obtain an important document known as letters testamentary. While doing so is not an overly complicated process, there are some points you should know.
February 1, 2023 · 2 min read
Creating a grantor trust
In certain situations, creating a grantor trust can be an invaluable aid for estate planning purposes. Find out how to create a grantor trust and whether such a trust is the best tool for your estate planning needs.
February 1, 2023 · 3 min read

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