Estate Planning

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

Contingent beneficiary vs. primary beneficiary
One of the best ways to make sure your assets are handled according to your wishes is to designate both primary and contingent beneficiaries. Learn the difference between the two so you can make an informed decision.
September 12, 2023 · 4 min read
When to change your living trust
Whenever there is a significant change that affects your life or property, it's time to review your estate plan to determine if you need to change your living trust.
September 12, 2023 · 4 min read
How to write a codicil to a will
You can amend your will with a written codicil, but it's not always a good idea.
September 11, 2023 · 3 min read
How an estate plan can protect your business, family
With the right estate plan, you can minimize the chance your business will suffer or cause family conflicts after your death.
August 28, 2023 · 3 min read
Joint tenancy vs. tenants in common: What's the difference?
There are several ways two or more people can own property together, including tenancy in common and joint tenancy. Learn the difference between these two ways to own property together.
August 25, 2023 · 6 min read
11 simple steps to an estate plan
Getting your estate in order may sound daunting, but it doesn't have to be. Follow these simple steps to get started with building your estate plan.
July 18, 2023 · 5 min read
Updating beneficiary designations: Why it's so important
When you sign up for a life insurance policy or a retirement account, you name a beneficiary to receive the proceeds of the policy when the policyholder dies. But what happens if you forget to change your beneficiary as your life changes? You might be surprised by the answer.
July 18, 2023 · 2 min read
The top 3 reasons to write a will
You've probably got one of those 'need to do eventually but not today' lists residing somewhere. Getting your will done might be one of the most important actions you can take for your future. Here are the top three reasons why.
June 20, 2023 · 3 min read
How to choose a name for your trust
While most people name their living trust their and their spouse’s full names, you don’t have to. Find out about what factors to consider when naming your trust—and whether or not you can change the name once your trust is funded.
June 12, 2023 · 4 min read
Top 5 must-dos before you write a living trust
Making your living trust will be easier if you think it through and gather necessary information before you sit down to do it
June 12, 2023 · 2 min read

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