Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
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What Is a Totten Trust and How Does It Work?
A Totten trust offers a simple way to transfer bank account funds to a chosen beneficiary without going through probate. Learn how totten trust account works, who it may benefit, and what limitations to consider before adding one to your estate plan.
· 15 min read
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Do-It-Yourself Will: Pros and Cons
A DIY will is easy and affordable, but if you're not careful, it could cause issues for your estate. Learn how to create a will without an attorney.
· 16 min read
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How to Avoid Probate: A Complete Guide
Probate can be costly, time-consuming, and public. Learn how tools like living trusts, transfer-on-death deeds, beneficiary designations, and joint ownership can help your loved ones avoid probate and receive assets more efficiently.
· 14 min read
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Estate Planning for High Net Worth Individuals: How Wealthy Families Can Protect and Transfer Their Legacy
For high-net-worth individuals, estate planning requires more than the basics. It’s about protecting family wealth, minimizing risks, and preparing heirs for the future. Discover the key strategies in this comprehensive guide.
· 14 min read
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Are Cash Gifts Taxable?
Giving money to someone you love shouldn't come with a side of tax anxiety. Learn how IRS gift tax rules work, including the annual exclusion, lifetime exemption, and common tax-free gift exceptions.
· 18 min read
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Spouse Beneficiary IRA Rules
If you’ve inherited an IRA from your spouse, you may have more choices than you realize. Learn how spousal rollovers, inherited IRAs, RMDs, and tax rules can shape your next steps.
· 14 min read
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How to Choose a Name for Your Trust
Find out what factors to consider when naming your trust—and whether or not you can change the name once your trust is funded.
· 8 min read
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Will vs. Living Trust: Which Is Best for Your Estate Planning?
Wills and trusts can help you shape an estate plan to fit your needs. Knowing the differences between wills vs. living trusts can help you decide whether you need just one or both.
· 9 min read
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What to Do When Someone Dies: Immediate Next Steps
After a loved one dies, it can be understandable to feel lost in grief and not know what to do. These 10 steps can be your guide in the first few days and weeks.
· 9 min read
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What Is a Living Trust?
A living trust is a legal arrangement that specifies who manages your assets and who inherits them after you die—all while avoiding probate.
· 10 min read
