Estate Planning

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

When is it time to use a trustee deed?
Find out how a trustee deed is used to transfer ownership of real property in a foreclosure sale.
February 14, 2023 · 3 min read
Use your estate plan to take care of children with special needs
Children with special needs require a great deal of resources and support. Parents often worry about what will happen to their children with special needs after they are gone. Setting up a special needs trust can help ease your worry.
February 14, 2023 · 4 min read
9 things to avoid when naming your beneficiaries
Don't make these common mistakes when naming beneficiaries.
February 13, 2023 · 5 min read
Use a successor trustee to keep your trust intact
A successor trustee is the person who will step into your shoes if you become incapable of managing your trust's affairs. Here is what you need to know about this important role.
February 13, 2023 · 5 min read
Understanding the transfer on death deed
If you own real property and are looking for a way to avoid probate, you need to understand the benefits of a transfer on death deed. This simple document may help you to simply and inexpensively avoid probate for real estate.
February 10, 2023 · 4 min read
When your digital existence outlives you: How to manage the digital afterlife
So much of modern life happens online, but most people don't have a plan for managing their digital accounts and assets if they're no longer able to. Learn why you need a plan for the digital afterlife and how to make one.
February 10, 2023 · 4 min read
Understanding 4 types of surety bonds
Surety bonds come in various types, and are required for various reasons. Whether you own a business or are involved in a court proceeding, you should understand the types of surety bonds and how they can be obtained.
February 9, 2023 · 5 min read
How divorce affects your estate plan
A final divorce decree settles the financial and legal issues between you and your ex, but it doesn't change your estate planning documents. Find out why it's important to revise your estate plan when you divorce.
February 7, 2023 · 4 min read
How to recover unclaimed inheritance money
There are millions of dollars of forgotten funds waiting to be claimed. Could you have inherited more than you realize?
February 7, 2023 · 3 min read
How to remove a trustee from a family trust
If you are the creator, a co-trustee, or a beneficiary of a family trust and you believe a trustee is not acting properly, there are ways to go about removing or replacing a trustee.
February 7, 2023 · 4 min read

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