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 Trust Account?

There are different types of trusts for different needs, but they all function in the same way.

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What Are the 4 Types of Wills and What Should They Include?

Which of the four main types of wills—simple, testamentary trust, joint, and living—you need depends on your circumstances.

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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.

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Estate Planning Checklist: How to Start Getting Your Affairs in Order

This estate planning checklist will help you understand and keep track of the important documents and decisions you'll need to consider to plan for…

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How to Choose a Name for Your Trust

While most people name their living trust their and their spouse’s full names, you don’t have to. Find out about what factors to consider when naming…

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Will vs. Trust: What's the Difference?

Understanding the difference between wills and trusts can help you ensure that you're making the best choice for your situation.

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How to Get Motivated: 6 Steps to a Good Will

People think of wills as the best way to pass along the assets they have gathered over a lifetime. But a will plays another role—it can be the best…

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How to Create a Living Will in 3 Simple Steps

How to Create a Living Will in 3 Simple Steps

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How to Write a Will

Writing a will is one of the most important things you can do for yourself and for your loved ones, and it can be done in just minutes. Are you ready…

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How to Stress Test Your Estate Plan

Taking a few precautions can help protect your estate plan from challenges and can also help ensure your wishes are carried out after you pass away.

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