Estate Planning Basics

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

Understanding the use of a corporate trustee in estate planning
A corporate trustee could be the best choice for managing your trust, but there are also some potential disadvantages to consider. Learn the pros and cons of using one.
March 26, 2024 · 3 min read
Estate planning for the single person
Estate planning for the single person differs from estate planning for married couples. It’s important that singles draw up an estate plan that provides specific instructions on how to manage their affairs.
March 26, 2024 · 4 min read
4 essential estate planning documents
Estate planning is about more than writing a will
March 26, 2024 · 3 min read
Do I need to update my estate planning documents if I move to a new state?
If you are moving to a new state, you surely have many thoughts and concerns on your mind, but don't let your estate planning documents fall through the cracks.
March 26, 2024 · 4 min read
Simple estate planning tool for couples: The mirror will
Whether married or unmarried, chances are, you've thought about how to plan your estate. While you have several estate planning tools at your disposal, there is one—mirror wills—that could work if you mostly agree on how to handle your estate. Read on for more information about mirror wills—including what they are, how they work and who they protect—to help you determine if this simple estate planning tool is right for you.
March 26, 2024 · 3 min read
Update your estate planning documents for the new year
The beginning of the year is an ideal time to review your estate planning documents to ensure they still represent your wishes and circumstances accurately. It's not only important to consider your property and assets, but the people involved—beneficiaries, executor, trustee, guardian, and more.
March 26, 2024 · 2 min read
Estate planning mistakes to avoid when getting remarried
Don't make these four common errors when getting remarried.
March 26, 2024 · 4 min read
Run your home like a business: Your estate planning checklist
An estate plan allows you to express what you want to happen should you become incapacitated, as well as make sure your possessions end up in the right hands after your death.
March 26, 2024 · 4 min read
5 estate planning tips when you have no children
Here are some important questions to ask yourself about your final wishes, even if you live child-free.
March 26, 2024 · 4 min read
Fall is the time for a fresh start on estate planning
Fall is the perfect time to get started with, or to finish up, your estate planning. As your children grow, your plan should change so that you're prepared for the future. And your adult children need to start making estate plans of their own.
March 26, 2024 · 3 min read