Estate Planning Basics

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

Understanding life insurance trusts
Would your estate plan benefit from the presence of a life insurance trust? If you have concerns about estate taxes, or about how the insurance policy proceeds will be distributed, here's what you need to know to help you decide.
February 22, 2024 · 3 min read
Use a letter of last instruction to convey your final wishes
In estate planning, having a letter of last instruction can ensure that your loved ones are clear on your final wishes. Learn more about this document here.
February 9, 2024 · 9 min read
Family trust vs. living trust: What's the difference?
Both a family trust and a living trust can help you achieve your estate planning goals, but which one is better for you depends on your needs.
February 7, 2024 · 3 min read
Medicaid long-term care planning
Medicaid helps with long-term care, but not everyone qualifies.
February 5, 2024 · 5 min read
Financial planning: The basics
Financial planning isn't just for the rich. It's for everyone, young and old, and the best time to get started is now, beginning with these basic financial planning tips.
February 2, 2024 · 5 min read
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 safe should anything happen to you.
February 2, 2024 · 7 min read
Revising your estate plan after divorce
After a divorce, your estate plan will undoubtedly change. It is important to consider changing your will, living trust, power of attorney documents, and beneficiary designations. Find out how divorce can affect your estate plan.
February 2, 2024 · 3 min read
The basics of probate accounting
If you have been designated the personal representative for a deceased relative or friend, you need to understand the basics of how to handle the probate accounting.
February 1, 2024 · 5 min read
Reasons to appoint a co-executor of your will
An important part of estate planning is selecting an executor for your will. In some situations, it may be a good idea to designate two or more co-executors.
January 31, 2024 · 2 min read
Will vs. living trust: Which is best for your estate planning?
Wills and trusts can help you shape an estate plan to fit your needs. Knowing the differences between wills vs. living trusts can help you decide whether you need just one or both.
January 31, 2024 · 10 min read