Estate Planning

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

Top 5 biggest living trust blunders to avoid
Often the biggest hurdle seems to be picking between a living trust and a will. But did you know that you just half way there. Here is a list of the biggest blunders people make when they actually sit down to write a trust so you know exact what to avoid.
March 27, 2023 · 4 min read
Child heirs: Bequeathing to minors
There are challenges to leaving assets to minors, but they can be overcome with proper preparation.
March 27, 2023 · 4 min read
Appointing a legal guardian
Learn why you should appoint a legal guardian for your children, the rights and responsibilities of the legal guardian, and the steps that you need to take to appoint someone as the legal guardian of your children.
March 27, 2023 · 5 min read
New year, new will
One of the least discussed, but most important part of everyone's life is the creation and maintenance of a final will. In the New Year, people prefer to focus on the opportunities ahead, and a will is an opportunity to ensure their final arrangements will be made according to their wishes.
March 27, 2023 · 2 min read
Do you know the top reasons to avoid probate?
If you have heard anything about probate, you were probably told to avoid it at all costs. However, you may not know what it is, what the drawbacks are and most importantly, how best to avoid it.
March 27, 2023 · 2 min read
Protect your prized pet: Create a pet trust
Since 87% of Americans consider their pets to be family members, making a pet trust is only logical. There's no greater sense of security than knowing you've provided for all your family, whether two-legged, four-legged, or feathered. Read more to find out how to create a pet trust.
March 24, 2023 · 3 min read
What happens to credit card debt when you die?
You've done all the research and made sure your assets will be distributed to your heirs, but what happens to your credit card debt? And what about when you have more debts than assets? Get the skinny on how the courts settle your debt when you die.
March 23, 2023 · 2 min read
Using & managing an inheritance
For heirs, the loss of a loved one is often devastating, and making decisions about how to use an inheritance can be daunting. It is important to remember, though, that your benefactor included you because he or she wanted to protect and provide for you. Whether it's a huge windfall or a more modest sum that comes your way, here are some ideas for managing inheritance if you're not sure what to do.
March 23, 2023 · 2 min read
Creating a last will: Pros and cons
Most people have feelings—often strong ones—about who should receive their assets after they're gone. But many put off making a will until it's too late. The good news is that making a will is much simpler and more affordable than most people think. But first, you should know the pros and cons.
March 21, 2023 · 3 min read
How we can learn from Philip Seymour Hoffman's last will
Change is a part of life. But sometimes, people forget that when it comes to estate planning.
March 21, 2023 · 4 min read

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