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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When to Make a Living Trust
Living trusts provide many benefits and are an attractive estate planning option. Trusts are not the right solution for everyone though. Find out if you should consider creating a living trust.
· 4 min read
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What You Need to Know About Estate Planning
Wills, trusts, and powers of attorney are all part of an estate plan. Find out why they're important and what happens if you don't have them.
· 3 min read
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What You Can Learn About Estate Planning from Aretha Franklin
What's one thing you can do to reduce the odds of family squabbles after your death? Have an estate plan prepared to make clear your wishes regarding how your assets should be divided. If you skip this step, the state will decide for you.
· 4 min read
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What Is the Difference Between a Living Will and a Last Will and Testament?
Though they both contain the word 'will,' these two documents are quite different.
· 3 min read
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What Is Estate Planning? Everything You Need to Know
Estate planning is the process of preparing for the distribution of your assets after you die or become incapacitated.
· 7 min read
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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.
· 4 min read
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The Different Types of Wills and What They Should Include
The type of will you need depends on your circumstances. Read on to learn more about the different types of wills, including simple, testamentary trust, joint, and living wills.
· 9 min read
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Top 10 Reasons to Update Your Estate Planning Documents
Keeping your estate planning documents up to date is the best way to ensure your loved ones' financial well-being—and that your wishes are honored when the time comes.
· 9 min read
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The Financial Planning Process: Why and How to Include Estate Planning
Creating a solid personal financial plan involves more than just budgeting and saving money. It should also include some estate planning—starting with drawing up a will and going from there.
· 4 min read
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Talk to Your Family About Writing a Will
Over 70 percent of Americans put off writing a will until its too late. With the holidays upon us, how can you effectively start the conversation with your family so that they stay protected and don't end up a statistic?
· 3 min read
