Estate Planning

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

Appointing a legal guardian
Learn why you should appoint a legal guardian for your children, the rights and responsibilities of the legal guardian, and the steps that you need to take to appoint someone as the legal guardian of your children.
March 27, 2023 · 5 min read
New year, new will
One of the least discussed, but most important part of everyone's life is the creation and maintenance of a final will. In the New Year, people prefer to focus on the opportunities ahead, and a will is an opportunity to ensure their final arrangements will be made according to their wishes.
March 27, 2023 · 2 min read
Do you need a residual clause in your trust?
It seems like everyone has a reason for postponing the task of creating an estate plan. One of the easiest ways to make sure that your assets get to the people who matter is by creating an estate plan and adding a residual clause.
March 27, 2023 · 3 min read
Do you know the top reasons to avoid probate?
If you have heard anything about probate, you were probably told to avoid it at all costs. However, you may not know what it is, what the drawbacks are and most importantly, how best to avoid it.
March 27, 2023 · 2 min read
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.
March 24, 2023 · 3 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 other important considerations for gifting to heirs.
March 24, 2023 · 2 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 may face significant tax consequences. So how do you protect your business and your heirs?
March 24, 2023 · 3 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 time to make a will.
March 24, 2023 · 4 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 knowing you've provided for all your family, whether two-legged, four-legged, or feathered. Read more to find out how to create a pet trust.
March 24, 2023 · 3 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 final wishes and who will be willing and able to take on the task of distributing assets. So how do you decide?
March 24, 2023 · 2 min read

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