Estate Planning Basics

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

Will vs. trust: What's the difference?
Understanding the difference between wills and trusts can help you ensure that you're making the best choice for your situation.
December 5, 2023 · 2 min read
Estate plan strategies for small business owners
What happens to your business after your death depends a lot on decisions you make now.
October 25, 2023 · 4 min read
What is a letter of testamentary?
In order to fulfill your duties as the executor of an estate, you must first be granted the authority through a letter of testamentary.
October 3, 2023 · 8 min read
Rights and responsibilities of a remainderman
Do you stand to inherit property or plan to reserve a life estate in property? Read up on the basics of the rights and duties of a remainderman.
September 28, 2023 · 3 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 the difference between the two so you can make an informed decision.
September 12, 2023 · 4 min read
How an estate plan can protect your business, family
With the right estate plan, you can minimize the chance your business will suffer or cause family conflicts after your death.
August 28, 2023 · 3 min read
Joint tenancy vs. tenants in common: What's the difference?
There are several ways two or more people can own property together, including tenancy in common and joint tenancy. Learn the difference between these two ways to own property together.
August 25, 2023 · 6 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.
July 18, 2023 · 5 min read
Updating beneficiary designations: Why it's so important
When you sign up for a life insurance policy or a retirement account, you name a beneficiary to receive the proceeds of the policy when the policyholder dies. But what happens if you forget to change your beneficiary as your life changes? You might be surprised by the answer.
July 18, 2023 · 2 min read
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