Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
Understanding living trusts
Living trusts can be an excellent way to transfer your assets to your loved ones while maintaining control over the assets during your lifetime.
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…
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…
Five common mistakes made in wills
You know having a last will is important—it protects your family and provides for your final wishes. Now that you're finally sitting down to write…
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…
Top 5 frequently asked questions about wills
Estate planning is important, but there are many misconceptions about how wills and other estate planning documents work. Don't let unfamiliarity…
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…
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…
What does a living trust do?
A living trust can help you avoid the hassles and delays of probate and has other benefits as well.
Why every business owner needs a trust
Every small business owner needs a trust so that the business can continue to run in your absence. It is that simple. Yet, many business owners have…