Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
-
Can Your Power of Attorney Change Your Living Trust?
Your power of attorney can only make changes to your living trust if you specifically grant them that authority.
· 4 min read
-
Understanding Life Insurance Trusts
Would your estate plan benefit from the presence of a life insurance trust? If you have concerns about estate taxes, or about how the insurance policy proceeds will be distributed, here's what you need to know to help you decide.
· 3 min read
-
Family Trust vs. Living Trust: What's the Difference?
Both a family trust and a living trust can help you achieve your estate planning goals, but which one is better for you depends on your needs.
· 3 min read
-
The Basics of Probate Accounting
If you have been designated the personal representative for a deceased relative or friend, you need to understand the basics of how to handle the probate accounting.
· 4 min read
-
10 Ways to Prepare to Help Your Parents Manage Their Finances
These 10 actions can help open the lines of communication and determine where you can play a role.
· 4 min read
-
5 Steps to Protect Family Heirlooms
Use these tips to avoid disputes over cherished family items.
· 2 min read
-
Rights and Responsibilities of a Remainderman
Do you stand to inherit property or plan to reserve a life estate in property? Read up on the basics of the rights and duties of a remainderman.
· 3 min read
-
How an Estate Plan Can Protect Your Business, Family
With the right estate plan, you can minimize the chance your business will suffer or cause family conflicts after your death.
· 3 min read
-
Updating Beneficiary Designations: Why It's so Important
When you sign up for a life insurance policy or a retirement account, you name a beneficiary to receive the proceeds of the policy when the policyholder dies. But what happens if you forget to change your beneficiary as your life changes? You might be surprised by the answer.
· 3 min read
-
Protect Your Children: Pick a Guardian
A little effort now can save a world of painful problems in the future. Ensure that your kids will get the best childhood possible, no matter what.
· 3 min read
