Estate Planning

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

Common terms in wills and trusts
When you first begin working on your will or trust, you may find some of the terms are unfamiliar. Find out what these legal terms mean.
March 13, 2023 · 4 min read
What do I need besides a living trust?
A living trust is not enough. Adding simple documents in addition to your living trust will create a comprehensive estate plan to protect both you and your family. Find out more about which documents you may need and how to get them.
March 13, 2023 · 4 min read
Why you need an estate plan even when you don't have financial assets
Estate planning isn't just for people with a lot of money or property, anyone can use estate planning to provide a legacy for loved ones.
March 13, 2023 · 5 min read
Estate planning & young adults: What to consider
It isn't just for the elderly or people with a lot of money. No matter how old you are, there are good reasons why everyone should have an estate plan.
March 13, 2023 · 3 min read
11 steps to fund your living trust
Find out the proper way to fund your trust so that it will accomplish your goals, and what assets you should not transfer to your trust.
March 10, 2023 · 5 min read
Including digital assets in your estate plan
In the event of your death or disability, what happens to all of your online accounts and the data stored on your electronic devices? Find out how to include digital assets in your estate plan.
March 9, 2023 · 4 min read
Do you even need a last will?
A will can give you great peace of mind and make things easier on your loved ones left behind, but do you really need one?
March 8, 2023 · 3 min read
What is the difference among a guardian, trustee, and executor?
Parents with minor children face unique issues when creating wills, this article discusses the choices that parents of minor children must make when creating a last will and testament.
March 8, 2023 · 3 min read
What is a pour-over will?
Living trusts can help you avoid probate, but can be tricky to fund, that’s why a pour-over will is a good safety device to protect intended beneficiaries. Find out more about pour-over wills, how they help you, and more.
March 8, 2023 · 3 min read
How to change a living trust
If changes happen in your life, you may wonder if you can make changes to your living trust. Find out how to change or amend your living trust.
March 8, 2023 · 4 min read

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