Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
Will vs. trust: What's the difference?
Understanding the difference between wills and trusts can help you ensure that you're making the best choice for your situation.
10 estate planning must-dos before you travel
No one likes to think of worst case scenarios before a trip, but there are certain estate planning documents you should have in place before you…
7 tips for getting rid of your parents' lifelong possessions
It's a topic no one likes to think about: the inevitable clean-out of your parents' belongings. But as with many uncomfortable subjects, the best way…
Estate planning mistakes to avoid
Many people put off estate planning because the process seems intimidating, but planning your estate doesn't have to be difficult. Check out these…
Top 10 considerations when naming a guardian in your will
Without specifying a legal guardian in your will, you are leaving this hugely important decision up to strangers.
10 things you should know about a testamentary trust
A testamentary trust can ensure children or others who need help managing the proceeds of your will are protected.
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…
Child heirs: Bequeathing to minors
There are challenges to leaving assets to minors, but they can be overcome with proper preparation.
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…
What happens when you file a claim against a probated estate?
You may be able to collect the debt from someone who has passed away by making a claim against the person's estate.