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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Don't Have a Will? 10 Common but Misguided Excuses
Although making a will might seem like a big task—it isn't. A will is simple and straightforward, and something that everyone should have. Yet, many people don't. And why not? Read on for the 10 most common excuses along with some common sense tips to help overcome them.
· 6 min read
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Should You Put Online Passwords in Your Will?
People are using the Internet to manage more financial transactions than ever before, from paying bills to big-money transactions like investing or real estate. Many of those who embrace the concept also enjoy the paper-free convenience of receiving their financial documents electronically—bills, account statements, annual reports, and more.
· 3 min read
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Estate Planning Questions: Should You Set Up Multiple Living Trusts?
Whether multiple trusts are really better than just one depends on your intended beneficiaries, tax concerns, and overall estate planning goals.
· 4 min read
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Life Insurance in Estate Planning
Did you know that life insurance can be one of your most effective and flexible tools when it comes to estate planning? Read on for more information.
· 4 min read
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No-Contest Clauses in Wills and Trusts
Are you concerned about a potential challenge to your will or trust once you're gone? A no-contest clause in a will or trust can be quite effective in discouraging challenges to the documents after your death.
· 4 min read
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Understanding Probate Lawyer Fees
While not every estate needs a probate lawyer, having an experienced attorney as an ally can be a big help to an executor or administrator – but how much will it cost and who is paying?
· 4 min read
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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
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6 Things a Will Won’t Do
Wills allow you to choose who will inherit specific pieces of property and amounts of money; however, there is some property wills cannot transfer and some situations in which a will cannot carry out your wishes. Find out when a will may not be the best option.
· 4 min read
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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
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How to Change a Will
Your will should be revised as changes happen to your family and circumstances. Find out how to revise your will and whether you need a codicil.
· 5 min read
