Estate Planning

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

How to set up a trust fund: A comprehensive guide for 2024
Online and do-it-yourself options walk you through how to set up a trust. Revocable trust, irrevocable trust, living trust, or testamentary trust, all options are available to people from all economic strata.
April 26, 2024 · 14 min read
Why a living trust may be right for you
Living trusts have soared in popularity in recent years as more people discover its significant estate planning benefits, including that living trusts are not subject to probate court. Here is a list of a few more benefits.
April 26, 2024 · 3 min read
Simple trust vs. complex trust
Before you set up a trust, it's important to understand the different types available and the implications of choosing one.
April 26, 2024 · 2 min read
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 your living trust.
April 26, 2024 · 4 min read
Top 5 must-dos before you write a living trust
Making your living trust will be easier if you think it through and gather necessary information before you sit down to do it
April 26, 2024 · 2 min read
Understanding living trusts
Living trusts can be an excellent way to transfer your assets to your loved ones while maintaining control over the assets during your lifetime.
April 26, 2024 · 3 min read
Using a generation skipping trust in your estate plan
Generation-skipping trusts can be handy estate planning tools, especially for those who are looking to save money on estate taxes, but do you need one? Here's what you'll want to know.
April 26, 2024 · 2 min read
Making a living trust the beneficiary of a Roth IRA
In the event funds remain in the Roth at your death, designating a living trust as the beneficiary of your Roth IRA also can benefit your heirs.
April 26, 2024 · 3 min read
Do-it-yourself living trust
A living trust is an easy way to plan for the management and distribution of your assets, and you don't need an attorney to do it.
April 26, 2024 · 2 min read
Adding property to your living trust
A living trust isn't set in stone. You can add or remove assets so long as you follow the proper procedures to do it.
April 26, 2024 · 2 min read

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