Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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How to Talk to Your Family About Estate Planning
Want to talk to your parents or grandparents about estate planning, but feel like the topic is taboo? You're not alone. Discussions about estate planning are difficult for many families. Use our tips to broach the subject with sensitivity.
· 2 min read
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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.
· 4 min read
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Who Should Be Your Successor Trustee?
A competent and reliable successor trustee can help achieve your goals and provide continuity of management
· 4 min read
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How COVID-19 Is Propelling Virtual Estate Planning
New regulations can help you—and your attorney—complete estate planning virtually, but rules vary by state.
· 3 min read
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Child Heirs: Bequeathing to Minors
There are challenges to leaving assets to minors, but they can be overcome with proper preparation.
· 4 min read
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Estate Planning: Gifting Unrelated Caregivers
What does the law say about leaving money or property to caregivers or friends who aren't related to you?
· 2 min read
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Protect Your Prized Pet: Create a Pet Trust
Since 87% of Americans consider their pets to be family members, making a pet trust is only logical. There's no greater sense of security than knowing you've provided for all your family, whether two-legged, four-legged, or feathered. Read more to find out how to create a pet trust.
· 3 min read
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Using & Managing an Inheritance
For heirs, the loss of a loved one is often devastating, and making decisions about how to use an inheritance can be daunting. It is important to remember, though, that your benefactor included you because he or she wanted to protect and provide for you. Whether it's a huge windfall or a more modest sum that comes your way, here are some ideas for managing inheritance if you're not sure what to do.
· 2 min read
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Estate Taxes: What They Are and How to Plan for Them
Learn the basics about estate taxes and how you can plan to avoid or reduce them in this short primer.
· 3 min read
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Including Your Stepchildren in Your Estate Plan
Here are some of the challenges blended families face in estate planning and what you need to know to make sure your final wishes are respected and followed.
· 3 min read
