Estate Planning

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

When and how to Use a HIPAA form in your estate plan
A HIPAA authorization form lets you choose who can have access to your private medical information. Learn how to obtain and use this form as part of your estate plan.
February 17, 2023 · 3 min read
Coronavirus presents an opportunity to protect your family and the ones you love
As the world battles the coronavirus pandemic, it's easy to feel anxious and uncertain. Estate planning is one way to take control and make plans that will protect you and your family. Find out how an estate plan can help you get through this crisis.
February 17, 2023 · 3 min read
What makes a will invalid
Because your will is your final act, you want to make sure that it is valid so that your wishes are carried out. Avoid these common pitfalls to ensure your document is ironclad.
February 17, 2023 · 3 min read
I've been named the executor of a will. Now what?
The executor of a will is responsible for carrying out a deceased loved one's wishes. If someone named you the executor, you'll need to learn more about what your role will be, which includes ensuring their assets are distributed to the beneficiaries.
February 16, 2023 · 4 min read
How to contest a will and when you should
Someone you cared about has passed away and on top of the grief, you've either been left out of the will entirely, or not given what you feel ought to be your fair share. This is what you need to know if you're considering contesting a will.
February 15, 2023 · 4 min read
How to avoid challenges to your estate plan after you're gone
The best laid out estate plans may not hold up if a disgruntled relative decides to challenge them. Find out how to make your estate plan bulletproof.
February 15, 2023 · 3 min read
Protect your disabled child with a special needs trust
Parents with special needs children must take extra care with their estate planning. To ensure that the children receive appropriate care and support after their parents are gone, most experts recommend creating a special needs trust.
February 15, 2023 · 3 min read
How to protect your assets from nursing home costs
If you're concerned about how to protect your assets from nursing home costs, you're at an advantage if you can plan at least five years out. But there are other things you can do if a nursing home is in your immediate future, too.
February 15, 2023 · 3 min read
How a pooled trust protects your family
If your family member qualifies for Medicaid and SSI, how can they acquire additional income without being disqualified from these government programs? Find out how your family member can own additional assets without being disqualified.
February 14, 2023 · 3 min read
Creating an irrevocable burial trust
When creating an estate plan, be sure to consider the possibility of setting up an irrevocable burial trust. This fairly simple legal document may enable you to both pay funeral costs and secure Medicaid benefits for long-term care.
February 14, 2023 · 4 min read

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