Estate Planning

Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.

How to Choose a Name for Your Trust

While most people name their living trust their and their spouse’s full names, you don’t have to. Find out about what factors to consider when naming…

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Financial Power of Attorney: How It Works

A durable financial power of attorney can avoid financial disaster in the event you become incapacitated. You can also use a POA to allow someone to…

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What Is Probate Court?

A guide to the what probate court is and how it works.

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Should I Use a Last Will and Testament Template?

Last will and testament templates are an easy way to make your wishes known. Are they for everyone though? Find out if you should use a template to…

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Transferring Assets Into a Living Trust-Can You Do It Yourself?

You may have established a living trust, but it's not functional until you transfer ownership of your assets to it.

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What Is a Power of Attorney (POA)?

Almost everyone needs a power of attorney at some point. Find out what a power of attorney can do, how to get one, and why you need it.

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Property You Should Not Include in Your Last Will

You want to make sure you have all your assets covered, but did you know that not all property can be bequeathed through a last will and testament?

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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…

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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…

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How to Recover Unclaimed Inheritance Money

There are millions of dollars of forgotten funds waiting to be claimed. Could you have inherited more than you realize?

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