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.

· min read

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…

· 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…

· min read

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…

· 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…

· min read

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…

· 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…

· 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…

· min read

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.

· min read

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…

· min read