Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
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Understanding Living Trusts
Living trusts can be an excellent way to transfer your assets to your loved ones while maintaining control over the assets during your lifetime.
· 3 min read
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Using a Generation Skipping Trust in Your Estate Plan
Generation-skipping trusts can be handy estate planning tools, especially for those who are looking to save money on estate taxes, but do you need one? Here's what you'll want to know.
· 3 min read
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Making a Living Trust the Beneficiary of a Roth IRA
In the event funds remain in the Roth at your death, designating a living trust as the beneficiary of your Roth IRA also can benefit your heirs.
· 3 min read
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Adding Property to Your Living Trust
A living trust isn't set in stone. You can add or remove assets so long as you follow the proper procedures to do it.
· 3 min read
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Who Is Liable When There Are Mistakes in an Estate Plan
If you've been harmed by a lawyer's estate planning mistake, you may have a claim for legal malpractice. Learn more about common types of estate planning errors and what you can do about them.
· 3 min read
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Last Will & Testament: The One Legal Document Everyone Absolutely, Positively Needs
There are lots of reasons everyone should make a will. Here are just a few.
· 3 min read
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What Makes a Will Legal?
State laws vary on the requirements for a valid will, but generally, you should make sure you have a few bases covered.
· 2 min read
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10 Things You Should Know About a Testamentary Trust
A testamentary trust can ensure children or others who need help managing the proceeds of your will are protected.
· 3 min read
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What Happens if You Die Without a Will?
Most people don't want to think about their own death, but if you want a say in what happens to your assets when you die, it's important to take the time to make a will.
· 4 min read
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Guidelines for Using a Pour-Over Will
A pour-over will is an essential backup for your living trust. Discover why you might need this estate planning tool and how it works.
· 3 min read
