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 Step-up in Basis, and How Can It Help You at Death?
A step-up in basis can reduce capital gains taxes on inherited assets. Learn how it works, which assets qualify, and how estate planning can help preserve wealth.
· 16 min read
-
Trusts for Minors: How You Can Secure Their Financial Future
A trust for minors can protect your child’s inheritance and guide how their assets are managed. Learn about trust types, benefits, setup, and common mistakes.
· 10 min read
-
What Is a Spendthrift Trust and How Does It Work?
A spendthrift trust can protect an inheritance from creditors and irresponsible spending. Learn how they work, their benefits, limits, and state laws.
· 13 min read
-
Medicaid Asset Protection Trust: Protecting Your Home From Medicaid
Learn how a Medicaid Asset Protection Trust can protect your home, preserve assets, and support Medicaid planning for future long-term care.
· 9 min read
-
Estate Planning vs. Will: What Americans Need to Know Before Choosing
A will is an important part of future planning, but is it enough? Learn the key differences between a will and an estate plan, what each covers, and how to decide which approach best protects your assets, wishes, and loved ones.
· 7 min read
-
How to Get an Emergency Power of Attorney
What happens if an emergency leaves you unable to make decisions? Understand your POA options and how planning ahead can help your loved ones act when you need them most.
· 18 min read
-
Power of Attorney: California Requirements, Types, and Uses
A power of attorney can help you authorize someone you trust to make financial, medical, or legal decisions on your behalf. Discover the various types of powers of attorney in California, including state-specific requirements, and learn how to get one.
· 17 min read
-
Estate Planning for Pets
Estate planning for pets helps protect their future. Learn how pet trusts and wills can provide secure, legally enforceable care after you're gone.
· 13 min read
-
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.
· 15 min read
-
What Is a QTIP Trust and Is It Right for Your Estate Plan?
Want to support your spouse while ensuring certain assets eventually pass to your chosen heirs? A QTIP trust may offer that balance. Explore how it works, when it's commonly used, and whether it makes sense for your estate plan.
· 17 min read
