Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
Financial planning: The basics
Financial planning isn't just for the rich. It's for everyone, young and old, and the best time to get started is now, beginning with these basic…
What you can learn about estate planning from Aretha Franklin
What's one thing you can do to reduce the odds of family squabbles after your death? Have an estate plan prepared to make clear your wishes regarding…
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.
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…
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…
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…
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.
What is federal inheritance tax vs. estate taxes?
An inheritance tax is different from an estate tax. Whether you have to pay one, both, or neither depends upon the state where you live.
What is a durable power of attorney, and how does it work?
A durable power of attorney helps you plan for the future, appointing someone to handle finances and make medical decisions if you're unable to.…
What is a power of attorney (POA)?
Setting up a power of attorney to make your decisions when you can't is a smart thing to do because you never know when you'll need help from someone…