Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
How to Stress Test Your Estate Plan
Taking a few precautions will protect your estate plan from challenges and will ensure your wishes are carried out after you pass away.
Can Your Power of Attorney Change Your Living Trust?
Your power of attorney can only make changes to your living trust if you specifically grant them that authority.
Why You Should Consider Creating a Testamentary Trust
Testamentary trusts are common estate planning tools for those with minor children. Find out whether this type of trust is right for your situation…
Who Should Be Your Successor Trustee?
A competent and reliable successor trustee can help achieve your goals and provide continuity of management
How Divorce Affects Your Estate Plan
A final divorce decree settles the financial and legal issues between you and your ex, but it doesn't change your estate planning documents. Find out…
When Your Digital Existence Outlives You: How to Manage the Digital Afterlife
So much of modern life happens online, but most people don't have a plan for managing their digital accounts and assets if they're no longer able to…
Why Business Owners Need to Stay on Top of Their Estate Plans
An estate plan helps preserve the value of your business, but many small business owners don't have one.
Important Documents to Have a Medical/Financial Say for Your College-Bound Child
If your child has a serious accident or illness at college, you may not be able to talk to doctors or be involved in your child's care without the…
An Estate Planning Guide for Women
Here are some basic estate planning considerations for all women, whether you're unmarried, married, have children, or not.
Estate Planning & Young Adults - What to Consider
It isn't just for the elderly or people with a lot of money—No matter how old you are there are good reasons why everyone should have an estate plan.