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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Why You Need an Estate Plan Even When You Don't Have Financial Assets
Estate planning isn't just for people with a lot of money or property, anyone can use estate planning to provide a legacy for loved ones.
· 5 min read
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5 Ways to Probate a Will
Depending on where you live and your circumstances, you might have multiple options to probate a will.
· 4 min read
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The Basics of 'I Love You' Wills
Do you know what an “I love you will” does and could it be right for you? As with any estate planning option, there are advantages and disadvantages, so read up before sharing the love!
· 3 min read
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How to Use a Remote Online Notary
Remote online notarizations have become an important legal tool during the coronavirus pandemic. Twenty-three states have already authorized its use. Find out if your state is one of them.
· 3 min read
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When and How to Use a HIPAA Form in Your Estate Plan
A HIPAA authorization form lets you choose who can have access to your private medical information. Learn how to obtain and use this form as part of your estate plan.
· 3 min read
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What Makes a Will Invalid
Because your will is your final act, you want to make sure that it is valid so that your wishes are carried out. Avoid these common pitfalls to ensure your document is ironclad.
· 3 min read
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How to Set Your Retirement Date
Wondering how to pick a retirement date that will work the best for your retirement future? Read on to learn more about the factors you need to consider when deciding when to retire.
· 4 min read
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How to Avoid Challenges to Your Estate Plan After You're Gone
The best laid out estate plans may not hold up if a disgruntled relative decides to challenge them. Find out how to make your estate plan bulletproof.
· 3 min read
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How a Pooled Trust Protects Your Family
If your family member qualifies for Medicaid and SSI, how can they acquire additional income without being disqualified from these government programs? Find out how your family member can own additional assets without being disqualified.
· 4 min read
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Estate Planning for Your Special Needs Child
Special needs children require special estate planning, especially if they receive needs-based government assistance. Learn about your options and what most professionals recommend.
· 3 min read
