Estate Planning Basics

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

Planning ahead for the end
Having a last will or living trust is a stellar example of not only planning for the end, but helping protect loved ones. Some folks, however—including Apple's Steve Jobs—take planning to a whole new level with POD accounts, preplanned funeral arrangements and more.
January 4, 2023 · 5 min read
How to open an estate account
Learn why an estate account is an ideal vehicle to properly administer an estate and how you can easily open one.
December 19, 2022 · 4 min read
Why empty nesters need a new estate plan
December 7, 2022 · 3 min read
What happens when you file a claim against a probated estate?
You may be able to collect the debt from someone who has passed away by making a claim against the person's estate.
December 6, 2022 · 3 min read
Appointing a legal guardian for the elderly
Applying for the appointment of a legal guardian may be an option if your elderly loved one becomes incapacitated and can no longer make important decisions on their own.
November 16, 2022 · 3 min read
FLP: What is a family limited partnership and how can it save your family money?
Despite its increasing popularity, the family limited partnership comes with some significant disadvantages that may make it an unsuitable tool for your estate plan.
November 16, 2022 · 4 min read
Leaving money for college: Education trusts
The cost of raising a child is nearly $286,000. And a good chunk of that is education costs. One way to cover ever-growing education costs is by setting up an education trust. An education trust can pay for school and help avoid estate taxes—we tell you how.
November 10, 2022 · 4 min read
Life is constantly changing—so should your estate plan
No matter how old you are, how small or large your estate is, or how many family members you have, you need a plan in place for what's going to happen with your money and personal possessions after you die.
November 10, 2022 · 3 min read
Financial Planning 101: What newlyweds should know
You just got married. You're ready to start your life together—but what about your finances? This may not be the most exciting aspect of your new, “just married" life together, but it's one of the most important.
November 2, 2022 · 5 min read
Legal documents retirees need to start their estate plan
Before you step into retirement, take the time to create legal documents that will protect you and your assets now and after you pass. Discover the steps you need to take now.
October 18, 2022 · 4 min read