Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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Life Is Constantly Changing—So Should Your Estate Plan
No matter how old you are, how small or large your estate is, or how many family members you have, you need a plan in place for what's going to happen with your money and personal possessions after you die.
· 3 min read
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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.
· 4 min read
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How Natural Disasters Stress the Need for Estate Planning
Being prepared for a natural disaster means having a well-stocked supply closet: extra toilet paper, clean water, batteries, and other necessities. But being prepared also means having an estate plan.
· 4 min read
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How Divorce Affects Your Estate Plan
A final divorce decree settles the financial and legal issues between you and your ex, but it doesn't change your estate planning documents. Find out why it's important to revise your estate plan when you divorce.
· 4 min read
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Having the Talk About Estate Planning with Your Aging (Not-so-Tech-Savvy) Parents
It's hard to find the right moment to talk to your aging parents about their finances and plans for the future. Here are some tips for getting the conversation started, and what to ask them.
· 4 min read
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Fall Is the Time for a Fresh Start on Estate Planning
Fall is the perfect time to get started with, or to finish up, your estate planning. As your children grow, your plan should change so that you're prepared for the future. And your adult children need to start making estate plans of their own.
· 3 min read
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Estate Planning for the Single Person
Estate planning for the single person differs from estate planning for married couples. It’s important that singles draw up an estate plan that provides specific instructions on how to manage their affairs.
· 4 min read
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Estate Planning for the Modern Blended Family
In the TV series “Modern Family," dad Jay Pritchett has two grown children and four grandchildren. He also has a second wife, Gloria, who's close to the same age as his kids. He and Gloria have a son of their own, and Jay is also raising a stepson from Gloria's previous marriage.
· 3 min read
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Estate Planning: A Holiday Checklist
As your family grows and changes, your estate plan should, too. Family holiday gatherings are a great time to ask these five important questions to guide your estate planning—or at least to get the conversation started.
· 3 min read
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Do I Need to Update My Estate Planning Documents if I Move to a New State?
If you are moving to a new state, you surely have many thoughts and concerns on your mind, but don't let your estate planning documents fall through the cracks.
· 4 min read
