Estate Planning

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

How blended families are changing the estate planning rules
To avoid estate planning issues, families need to be open about the process, set up trusts, and designate trustees.
March 26, 2024 · 3 min read
Estate planning: A holiday checklist
As your family grows and changes, your estate plan should, too. Family holiday gatherings are a great time to ask these five important questions to guide your estate planning—or at least to get the conversation started.
March 26, 2024 · 3 min read
Estate planning for the modern family
Today's families come in many forms. Stepping back to consider who you want protected should tragedy occur can be tough. Whether you have a life partner, lifelong friend, or you're part of a husband-and-wife team with or without kids, a parent or grandparent to biological kids, adopted children, or stepkids, the family tree can have many branches. It's important to act now to help everyone you care about—including your pets.
March 26, 2024 · 2 min read
Understanding the use of a corporate trustee in estate planning
A corporate trustee could be the best choice for managing your trust, but there are also some potential disadvantages to consider. Learn the pros and cons of using one.
March 26, 2024 · 3 min read
Estate planning for the single person
Estate planning for the single person differs from estate planning for married couples. It’s important that singles draw up an estate plan that provides specific instructions on how to manage their affairs.
March 26, 2024 · 4 min read
4 essential estate planning documents
Estate planning is about more than writing a will
March 26, 2024 · 3 min read
Do I need to update my estate planning documents if I move to a new state?
If you are moving to a new state, you surely have many thoughts and concerns on your mind, but don't let your estate planning documents fall through the cracks.
March 26, 2024 · 4 min read
Simple estate planning tool for couples: The mirror will
Whether married or unmarried, chances are, you've thought about how to plan your estate. While you have several estate planning tools at your disposal, there is one—mirror wills—that could work if you mostly agree on how to handle your estate. Read on for more information about mirror wills—including what they are, how they work and who they protect—to help you determine if this simple estate planning tool is right for you.
March 26, 2024 · 3 min read
Update your estate planning documents for the new year
The beginning of the year is an ideal time to review your estate planning documents to ensure they still represent your wishes and circumstances accurately. It's not only important to consider your property and assets, but the people involved—beneficiaries, executor, trustee, guardian, and more.
March 26, 2024 · 2 min read
Estate planning mistakes to avoid when getting remarried
Don't make these four common errors when getting remarried.
March 26, 2024 · 4 min read

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