Estate Planning

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

Why name an alternate executor in your will?
Naming an alternate executor in your will means you have a say as to who will act as your executor if your chosen representative is unable to fulfill their role.
April 6, 2023 · 2 min read
Without a will, what will happen to Zappos CEO's Fortune?
Without a will in place, the fate of the former Zappos CEO's fortune is now in the hands of the courts.
April 6, 2023 · 3 min read
Adding property to your living trust
A living trust isn't set in stone. You can add or remove assets so long as you follow the proper procedures to do it.
April 6, 2023 · 2 min read
How to stress test your estate plan
Taking a few precautions can help protect your estate plan from challenges and can also help ensure your wishes are carried out after you pass away.
April 5, 2023 · 4 min read
Who should be your successor trustee?
A competent and reliable successor trustee can help achieve your goals and provide continuity of management
April 5, 2023 · 4 min read
Advance healthcare directives
The sooner you begin planning for end-of-life decisions, the easier you make life for the family members or friends who may be called upon to act on your behalf.
April 5, 2023 · 5 min read
Who is a trustee?
In estate planning, two primary instruments to transfer property come to mind: the first is a will, the second is a trust. A will is easy to understand; you say what someone gets, they get it. The concept behind a trust is somewhat more complex, and you need trustees. So what is a trustee, and what function does that person serve?
March 28, 2023 · 3 min read
Talk to your family about writing a will
Over 70 percent of Americans put off writing a will until its too late. With the holidays upon us, how can you effectively start the conversation with your family so that they stay protected and don't end up a statistic?
March 27, 2023 · 3 min read
Top 5 biggest living trust blunders to avoid
Often the biggest hurdle seems to be picking between a living trust and a will. But did you know that you just half way there. Here is a list of the biggest blunders people make when they actually sit down to write a trust so you know exact what to avoid.
March 27, 2023 · 4 min read
Child heirs: Bequeathing to minors
There are challenges to leaving assets to minors, but they can be overcome with proper preparation.
March 27, 2023 · 4 min read

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