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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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.
· 8 min read
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The Complete Guide to Estate Planning
This guide outlines the ins and outs of estate planning, why you need one, what's included in a comprehensive plan, and how to get started.
· 18 min read
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Estate Planning Statistics to Read Before Writing Your Will
Many Americans don’t have an estate plan in place. Creating one can give your loved ones peace of mind and help you provide a lasting legacy.
· 11 min read
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When Should You Make a Will?
Q: When should you make a will? A: As soon as you become a legal adult. A will helps you take control over your future and reduces stress for all.
· 8 min read
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Simple Estate Planning Tool for Couples: The Mirror Will
Whether married or unmarried, chances are, you've thought about how to plan your estate. While you have several estate planning tools at your disposal, there is one—mirror wills—that could work if you mostly agree on how to handle your estate. Read on for more information about mirror wills—including what they are, how they work and who they protect—to help you determine if this simple estate planning tool is right for you.
· 4 min read
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Property You Should Not Include in Your Last Will
You want to make sure you have all your assets covered, but did you know that not all property can be bequeathed through a last will and testament?
· 3 min read
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Living Trust Checklist: 11 Steps to Set Up Your Trust
A living trust is one of the most flexible estate planning options available, but how do you go about writing one? Follow this checklist!
· 5 min read
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How to Transfer Assets to a Living Trust
Learn exactly how to transfer assets to a living trust with detailed, practical steps, avoiding any unnecessary confusion or legalese.
· 13 min read
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How to Create a Living Trust in Georgia
A Georgia trust requires you to name a trustee and a beneficiary, determine what assets to include, and then transfer those assets into the trust.
· 8 min read
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Create a Living Trust in Utah
A living trust in Utah is an estate planning tool that allows you to use and control your assets while you are alive and pass them to your beneficiaries after your death. A revocable living trust (also referred to as an inter vivos trust) provides flexibility and privacy not available with other estate planning options.
· 6 min read