Estate Planning

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

What is a letter of testamentary?
In order to fulfill your duties as the executor of an estate, you must first be granted the authority through a letter of testamentary.
October 3, 2023 · 8 min read
Rights and responsibilities of a remainderman
Do you stand to inherit property or plan to reserve a life estate in property? Read up on the basics of the rights and duties of a remainderman.
September 28, 2023 · 3 min read
10 questions to ask an attorney about living trusts
Find out what to ask your attorney about living trusts so you get the most out of this powerful document.
September 13, 2023 · 4 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 that will, be on the lookout for these common but easy-to-avoid mistakes.
September 12, 2023 · 3 min read
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 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

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