Estate Planning

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

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.
February 6, 2023 · 3 min read
How to handle an inherited 401(k)
Have you inherited a 401(k) plan? Understanding the various considerations involved can help minimize your tax liability and maximize your inheritance.
February 6, 2023 · 4 min read
Using a survivorship deed
If you want to avoid the probate process, consider using a survivorship deed. Is this estate planning tool right for you?
February 3, 2023 · 2 min read
Why you should consider creating a testamentary trust
Testamentary trusts are common estate planning tools for those with minor children. Find out whether this type of trust is right for your situation and how to go about setting one up.
February 2, 2023 · 3 min read
Using an intentionally defective grantor trust to protect your assets
An intentionally defective grantor trust (IDGT) is an estate planning tool that can help preserve your assets for your beneficiaries. Get the details on how they work—and how they might save your beneficiaries from paying exorbitant estate taxes.
February 2, 2023 · 4 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.
February 2, 2023 · 2 min read
Getting and using letters testamentary
If you're acting as the executor of an estate, you must first obtain an important document known as letters testamentary. While doing so is not an overly complicated process, there are some points you should know.
February 1, 2023 · 2 min read
Creating a grantor trust
In certain situations, creating a grantor trust can be an invaluable aid for estate planning purposes. Find out how to create a grantor trust and whether such a trust is the best tool for your estate planning needs.
February 1, 2023 · 3 min read
Guidelines for using a pour-over will
A pour-over will is an essential backup for your living trust. Discover why you might need this estate planning tool and how it works.
February 1, 2023 · 3 min read
Buying and selling probate property
Probate property sold to settle an estate can be a great opportunity to buy real estate at an attractive price. Find out how and when probate property is sold and how to take advantage of it.
February 1, 2023 · 3 min read

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