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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What Is Federal Inheritance Tax vs. Estate Taxes?
An inheritance tax is different from an estate tax. Whether you have to pay one, both, or neither depends upon the state where you live.
· 7 min read
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Protect Your Disabled Child with a Special Needs Trust
Parents with special needs children must take extra care with their estate planning. To ensure that the children receive appropriate care and support after their parents are gone, most experts recommend creating a special needs trust.
· 3 min read
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Legatee, Heir, Beneficiary, and Devisee: What Are the Differences?
A quick guide to the language of inheritance to help you make sense of who's who in an estate plan.
· 3 min read
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12 Things that Are Wrong with Your Last Will
Don't make these common mistakes when writing your last will.
· 3 min read
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3 Tips to Help Prevent Contesting a Will After You're Gone
Avoid challenges to your will by planning for conflicts that could occur.
· 3 min read
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9 Famous People Who Died Without a Will
For these celebrities, the effects of their lack of planning had consequences.
· 3 min read
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Top 10 Considerations When Naming a Guardian in Your Will
Without specifying a legal guardian in your will, you are leaving this hugely important decision up to strangers.
· 4 min read
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24 Things You May Not Know About Wills but Should
Wills aren't complicated, but you should know what they do and don't control.
· 6 min read
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What You Need to Know When You Get an Inheritance
When you find out you're receiving an inheritance, you may have mixed feelings of gratitude and grief. Here's what you need to keep in mind before making any big decisions.
· 3 min read
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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