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 contingent beneficiary?
In the event that your primary beneficiary is unavailable or unable to receive an asset, you'll want to have designated a contingent beneficiary. Learn more here.
April 22, 2024 · 3 min read
What is a living will?
A living will is a legal document that details how you prefer to receive medical treatment when you can no longer make decisions for yourself. This guide highlights the benefits of a living will and why you should encourage loved ones to create one.
April 22, 2024 · 10 min read
Living will vs. advance directive: Which is best for your estate?
Wondering about the differences between a living will and an advance directive? Read more to learn which to use in your estate plan.
April 22, 2024 · 9 min read
Legatee, heir, beneficiary and devisee: What are the differences?
A quick guide to the language of inheritance to help you make sense of who's who in an estate plan.
April 22, 2024 · 3 min read
How to recover unclaimed inheritance money
There are millions of dollars of forgotten funds waiting to be claimed. Could you have inherited more than you realize?
April 22, 2024 · 3 min read
The facts about advance directives
Advance directives are documents that detail your wishes for your care if you're incapacitated or terminally ill and need someone to make medical decisions for you.
April 22, 2024 · 3 min read
How do a last will and power of attorney work together?
A last will and power of attorney are powerful and important documents that provide you with peace of mind and protect your family.
April 22, 2024 · 2 min read
Don't have a will? 10 common but misguided excuses
Although making a will might seem like a big task—it isn't. A will is simple and straightforward, and something that everyone should have. Yet, many people don't. And why not? Read on for the 10 most common excuses along with some common sense tips to help overcome them.
April 22, 2024 · 5 min read
The case against joint wills for married couples
Making one will for two people is usually not advisable because it's irrevocable after the first spouse's death.
April 22, 2024 · 4 min read
No-contest clauses in wills and trusts
Are you concerned about a potential challenge to your will or trust once you're gone? A no-contest clause in a will or trust can be quite effective in discouraging challenges to the documents after your death.
April 22, 2024 · 4 min read

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