Estate Planning Basics

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

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 your trust—and whether or not you can change the name once your trust is funded.
June 12, 2023 · 4 min read
Why millennials need an estate plan
No matter how young you are, there are plenty of good reasons to make a will and more.
April 18, 2023 · 4 min read
5 steps to get your estate in order
Use these tips to help you get your affairs in order so your wishes will be carried out.
April 18, 2023 · 4 min read
Understanding a healthcare proxy
An essential element of your estate plan, a healthcare proxy takes effect when you're temporarily incapacitated—but requirements vary by state.
April 11, 2023 · 5 min read
What is an affidavit of heirship?
You may need to create and file an affidavit of heirship if a family member has died without a will and you believe you are entitled to inherit any property left behind.
April 10, 2023 · 4 min read
Why name an alternate executor in your will?
Naming an alternate executor in your will means you have a say as to who will act as your executor if your chosen representative is unable to fulfill their role.
April 6, 2023 · 2 min read
How to stress test your estate plan
Taking a few precautions can help protect your estate plan from challenges and can also help ensure your wishes are carried out after you pass away.
April 5, 2023 · 4 min read
Who should be your successor trustee?
A competent and reliable successor trustee can help achieve your goals and provide continuity of management
April 5, 2023 · 4 min read
Advance healthcare directives
The sooner you begin planning for end-of-life decisions, the easier you make life for the family members or friends who may be called upon to act on your behalf.
April 5, 2023 · 5 min read
Child heirs: Bequeathing to minors
There are challenges to leaving assets to minors, but they can be overcome with proper preparation.
March 27, 2023 · 4 min read