Estate Planning Basics

Learn the essentials around planning and protecting the future for your family and loved ones.

Help your aging parents preserve their wealth and yours
Aging parents may need expensive long-term care. Advance estate planning can help them maximize their assets while possibly preserving more for future generations.
April 12, 2024 · 3 min read
What is a beneficiary? Your complete guide
If you don’t appoint a beneficiary, your valuables and legacy might get passed on to the wrong person. Understand all you need to know about beneficiaries and how to select the right one with confidence.
April 11, 2024 · 14 min read
What is an estate sale?
An estate sale is a quick way to make some money by offloading a loved one’s possessions. However, if the sale isn’t done properly, it can cause undue stress and financial complications. Understand what an estate sale is and how the process works.
April 5, 2024 · 8 min read
When is an estate planning attorney crucial to your estate plan?
An estate planning attorney helps protect your beneficiaries from dealing with the probate court and ensures your wishes are followed after you're gone.
March 29, 2024 · 8 min read
What you need to know about estate planning
Wills, trusts, and powers of attorney are all part of an estate plan. Find out why they're important and what happens if you don't have them.
March 29, 2024 · 3 min read
Power of appointment: Your estate planning secret weapon
When you create your estate plan, you have no way of knowing what your family's financial situation will be like when you pass away. Discover how a power of appointment can provide flexibility with your bequests.
March 26, 2024 · 3 min read
Using a Lady Bird deed in estate planning
In certain situationas, an enhanced life estate deed, or Lady Bird Deed, offers some benefits over a traditional estate plan.
March 26, 2024 · 4 min read
Estate Planning: Why is there such an aversion to it?
If TV ratings are any indication, estate planning is not a popular entertainment topic.
March 26, 2024 · 3 min read
An estate planning guide for women
Here are some basic estate planning considerations for all women, whether you're unmarried, married, have children, or not.
March 26, 2024 · 2 min read
Estate planning dos and don'ts
Getting your affairs in order for after you're gone doesn't have to be complicated.
March 26, 2024 · 4 min read