Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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Updating Beneficiary Designations: Why It's so Important
When you sign up for a life insurance policy or a retirement account, you name a beneficiary to receive the proceeds of the policy when the policyholder dies. But what happens if you forget to change your beneficiary as your life changes? You might be surprised by the answer.
· 3 min read
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Protect Your Children: Pick a Guardian
A little effort now can save a world of painful problems in the future. Ensure that your kids will get the best childhood possible, no matter what.
· 3 min read
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How to Choose a Name for Your Trust
While most people name their living trust their and their spouse’s full names, you don’t have to. Find out about what factors to consider when naming your trust—and whether or not you can change the name once your trust is funded.
· 4 min read
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How to Talk to Your Family About Estate Planning
Want to talk to your parents or grandparents about estate planning, but feel like the topic is taboo? You're not alone. Discussions about estate planning are difficult for many families. Use our tips to broach the subject with sensitivity.
· 2 min read
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Why Name an Alternate Executor in Your Will?
Naming an alternate executor in your will means you have a say as to who will act as your executor if your chosen representative is unable to fulfill their role.
· 2 min read
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How to Stress Test Your Estate Plan
Taking a few precautions can help protect your estate plan from challenges and can also help ensure your wishes are carried out after you pass away.
· 4 min read
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Who Should Be Your Successor Trustee?
A competent and reliable successor trustee can help achieve your goals and provide continuity of management
· 4 min read
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How COVID-19 Is Propelling Virtual Estate Planning
New regulations can help you—and your attorney—complete estate planning virtually, but rules vary by state.
· 3 min read
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Child Heirs: Bequeathing to Minors
There are challenges to leaving assets to minors, but they can be overcome with proper preparation.
· 4 min read
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Estate Planning: Gifting Unrelated Caregivers
What does the law say about leaving money or property to caregivers or friends who aren't related to you?
· 2 min read
