Estate Planning

Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.

Gifting to heirs: An introduction
Are you considering giving a significant gift to a future heir this holiday season? Our introduction explains the potential tax benefits as well as other important considerations for gifting to heirs.
March 24, 2023 · 2 min read
Small business solutions to minimize estate taxes
If you're an entrepreneur, your business is likely your most valuable asset. Fail to take the time to plan for disability or death and your estate may face significant tax consequences. So how do you protect your business and your heirs?
March 24, 2023 · 3 min read
What happens if you die without a will?
Most people don't want to think about their own death, but if you want a say in what happens to your assets when you die, it's important to take the time to make a will.
March 24, 2023 · 4 min read
Protect your prized pet: Create a pet trust
Since 87% of Americans consider their pets to be family members, making a pet trust is only logical. There's no greater sense of security than knowing you've provided for all your family, whether two-legged, four-legged, or feathered. Read more to find out how to create a pet trust.
March 24, 2023 · 3 min read
How to choose an executor
Choosing the right executor is a vital part of the estate planning process. And it's no simple task—you need someone you can trust to fulfill your final wishes and who will be willing and able to take on the task of distributing assets. So how do you decide?
March 24, 2023 · 2 min read
What happens to credit card debt when you die?
You've done all the research and made sure your assets will be distributed to your heirs, but what happens to your credit card debt? And what about when you have more debts than assets? Get the skinny on how the courts settle your debt when you die.
March 23, 2023 · 2 min read
Using & managing an inheritance
For heirs, the loss of a loved one is often devastating, and making decisions about how to use an inheritance can be daunting. It is important to remember, though, that your benefactor included you because he or she wanted to protect and provide for you. Whether it's a huge windfall or a more modest sum that comes your way, here are some ideas for managing inheritance if you're not sure what to do.
March 23, 2023 · 2 min read
Living trusts 101: Funding and managing a living trust
A how-to guide to getting your living trust funded.
March 23, 2023 · 3 min read
The probate process: Four simple steps
Knowing what probate actually involves will help ease your fears about the process, one that isn't always as complex as you might think.
March 23, 2023 · 3 min read
Annual checkup: Is your estate plan up-to-date?
An outdated estate plan can cause trouble for you and your family, so it's wise to regularly review and update your estate plan.
March 22, 2023 · 3 min read

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