Estate Planning Basics

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

Estate planning: A holiday checklist

As your family grows and changes, your estate plan should, too. Family holiday gatherings are a great time to ask these five important questions to…

· min read

What Is Springing Power of Attorney?

A power of attorney is a crucial part of an estate plan, but in some cases, a springing power of attorney—which only “springs" into effect if you…

· min read

Appointing a legal guardian for the elderly

Applying for the appointment of a legal guardian may be an option if your elderly loved one becomes incapacitated and can no longer make important…

· min read

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…

· min read

FLP: What is a family limited partnership and how can it save your family money?

Despite its increasing popularity, the family limited partnership comes with some significant disadvantages that may make it an unsuitable tool for…

· min read

What is medical power of attorney?

With a medical power of attorney, you can appoint someone to make healthcare decisions for you if you become incapable of making those decisions…

· min read

What is a power of attorney (POA)?

Power of attorney is essential in the event that you're incapacitated or not physically present to make decisions on your own behalf. Learn more in…

· min read

Fall is the time for a fresh start on estate planning

Fall is the perfect time to get started with, or to finish up, your estate planning. As your children grow, your plan should change so that you're…

· min read

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…

· min read

Estate planning statistics

The COVID-19 pandemic has accelerated estate planning activity in the U.S. But many Americans still remain without one.

· min read