Estate Planning

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

What makes a will invalid
Because your will is your final act, you want to make sure that it is valid so that your wishes are carried out. Avoid these common pitfalls to ensure your document is ironclad.
February 17, 2023 · 3 min read
I've been named the executor of a will. Now what?
The executor of a will is responsible for carrying out a deceased loved one's wishes. If someone named you the executor, you'll need to learn more about what your role will be, which includes ensuring their assets are distributed to the beneficiaries.
February 16, 2023 · 4 min read
How to contest a will and when you should
Someone you cared about has passed away and on top of the grief, you've either been left out of the will entirely, or not given what you feel ought to be your fair share. This is what you need to know if you're considering contesting a will.
February 15, 2023 · 4 min read
How to avoid challenges to your estate plan after you're gone
The best laid out estate plans may not hold up if a disgruntled relative decides to challenge them. Find out how to make your estate plan bulletproof.
February 15, 2023 · 3 min read
How a pooled trust protects your family
If your family member qualifies for Medicaid and SSI, how can they acquire additional income without being disqualified from these government programs? Find out how your family member can own additional assets without being disqualified.
February 14, 2023 · 3 min read
Creating an irrevocable burial trust
When creating an estate plan, be sure to consider the possibility of setting up an irrevocable burial trust. This fairly simple legal document may enable you to both pay funeral costs and secure Medicaid benefits for long-term care.
February 14, 2023 · 4 min read
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

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