Estate Planning Basics

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

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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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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If You're a Single Parent, Here Are the Documents You Need to Keep Your Family Safe

Estate planning for the single parent involves many important considerations. Read on to learn more about the documents you need to keep your family…

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5 Reasons to Revoke a Power of Attorney

You can revoke a power of attorney for any number of reasons—even simply because you've changed your mind—but be sure you revoke it correctly and…

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What Is a Durable Power of Attorney?

When power of attorney is made durable, it remains intact if you cannot make decisions for yourself.

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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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How to Contest a Will and When You Should

Someone you cared about has passed away and on top of the grief, you've either been left out of the will entirely, or not given what you feel ought…

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Using an Intentionally Defective Grantor Trust to Protect Your Assets

An intentionally defective grantor trust (IDGT) is an estate planning tool that can help preserve your assets for your beneficiaries. Get the details…

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Estate Taxes: What They Are and How to Plan for Them

Learn the basics about estate taxes and how you can plan to avoid or reduce them in this short primer.

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