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)?

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

11 simple steps to an estate plan

Getting your estate in order may sound daunting, but it doesn't have to be. Follow these simple steps to get started with building your estate plan.

· min read

How to talk to your family about estate planning

Want to talk to your parents or grandparents about estate planning, but feel like the topic is taboo? You're not alone. Discussions about estate…

· min read

Estate planning questions: Should you set up multiple living trusts?

Whether multiple trusts are really better than just one depends on your intended beneficiaries, tax concerns, and overall estate planning goals.

· min read

Estate planning statistics to read before writing your will

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

· min read

Will vs. living trust: What's best for you?

Whether a living trust is better for you than a will depends on whether the additional options it provides are worth the cost.

· min read

11 steps to fund your living trust

Find out the proper way to fund your trust so that it will accomplish your goals, and what assets you should not transfer to your trust.

· min read

Contingent beneficiary vs. primary beneficiary

One of the best ways to make sure your assets are handled according to your wishes is to designate both primary and contingent beneficiaries. Learn…

· min read

Estate planning in your 20s, 30s, and beyond

Think you're too young for estate planning? Find out about the kinds of estate planning documents you need, whether you're in your 20s or your 60s.

· min read

Do living trusts protect assets from creditors?

Living trusts can be excellent estate planning tools, but they aren't necessarily going to protect your assets.

· min read