Estate Planning Basics

Learn the essentials around planning and protecting the future for your family and loved ones.

A Smart Way to Avoid Probate: The Living Trust

Assets in a living trust are not considered part of your estate at your death, meaning they can often be distributed without the complications and…

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What is the Difference Between a Guardian, Trustee, and Executor?

Parents with minor children face unique issues when creating wills, this article discusses the choices that parents of minor children must make when…

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Do you Know the Top Reasons to Avoid Probate?

If you have heard anything about probate, you were probably told to avoid it at all costs. However, you may not know what it is, what the drawbacks…

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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…

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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.

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How Do a Last Will and Power of Attorney Work Together?

A last will and power of attorney are powerful and important documents that provide you with peace of mind and protect your family.

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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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Reasons to Avoid Probate

Probate is a court procedure every will must go through. If it’s so common, why is it something people work so hard to avoid? Find out why you might…

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What Do I Need Besides A Living Trust?

A Living Trust is not enough. Adding simple documents in addition to your Living Trust will create a comprehensive estate plan to protect both you…

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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…

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