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.

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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.

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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…

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Who Should Be Your Successor Trustee?

A competent and reliable successor trustee can help achieve your goals and provide continuity of management

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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…

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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…

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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.

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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…

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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.

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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.

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