Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
-
Leaving Money for College: Education Trusts
The cost of raising a child is nearly $286,000. And a good chunk of that is education costs. One way to cover ever-growing education costs is by setting up an education trust. An education trust can pay for school and help avoid estate taxes—we tell you how.
· 4 min read
-
What Happens to Your Digital Assets When You Die?
Smart phones, tablets, and computers are part of many people’s daily lives. What happens to all of those digital files, photos, and songs when you die? Learn more about what you can do to protect your digital assets.
· 4 min read
-
Small Business Solutions to Minimize Estate Taxes
If you're an entrepreneur, your business is likely your most valuable asset. Fail to take the time to plan for disability or death and your estate may face significant tax consequences. So how do you protect your business and your heirs?
· 3 min read
-
What to Consider when You Believe a Relative is not of Sound Mind
As people age, their mental capacity often declines. It's hard to see a family member struggling with basic tasks, but it can be equally hard to know what to do about it. This guide explains your legal options and offers suggestions for reaching out for support.
· 3 min read
-
Estate Planning 101: Understanding Probate Lawyer Fees
While not every estate needs an attorney, probate lawyer fees shouldn’t scare you off. By understanding the cost, you can see how probate attorneys help with the probate process.
· 8 min read
-
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.
· 3 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.
· 3 min read
-
How Blended Families Are Changing the Estate Planning Rules
To avoid estate planning issues, families need to be open about the process, set up trusts, and designate trustees.
· 4 min read
-
Understanding the Use of a Corporate Trustee in Estate Planning
A corporate trustee could be the best choice for managing your trust, but there are also some potential disadvantages to consider. Learn the pros and cons of using one.
· 3 min read
-
Update Your Estate Planning Documents for the New Year
The beginning of the year is an ideal time to review your estate planning documents to ensure they still represent your wishes and circumstances accurately. It's not only important to consider your property and assets, but the people involved—beneficiaries, executor, trustee, guardian, and more.
· 2 min read
