Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
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Should I Use a Last Will and Testament Template?
Using a template to write a will works perfectly well for some people, but there are some things you should consider when deciding whether it's the right choice for you.
· 11 min read
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Living Trust: Trustor vs. Trustee
Are you thinking about setting up a living trust? If so, you need to understand the difference between the trustor and trustee, how the two are related, and the role of each.
· 14 min read
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Intestate Succession: What Happens When You Die Without a Will
A will allows you to choose who will inherit from you. When you die intestate (without a will), how your estate is divided is left up to the state. Find out how this would impact you.
· 7 min read
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How to Contest a Will and When You Should
Grief is hard, and it can be compounded when you're sure there's a problem with the will. If you believe that a loved one's will contains mistakes or is invalid, you might be able to contest it.
· 9 min read
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A Smart Way to Avoid Probate: The Living Trust
Assets in a living trust are not considered part of your estate at your death, meaning they can often be distributed without the complications and hassle of going through the probate process.
· 8 min read
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The Case Against Joint Wills for Married Couples
Making one will for two people is usually not advisable because it's irrevocable after the first spouse's death.
· 6 min read
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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.
· 10 min read
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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.
· 4 min read
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Can I Write My Own Will and Have It Notarized?
If you’re wondering, can I write my own will? We’ve got the answer. Yes! You can.
· 13 min read
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How to Add 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.
· 8 min read
