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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Estate Planning Mistakes to Avoid
Many people put off estate planning because the process seems intimidating, but planning your estate doesn't have to be difficult. Check out these common and easily avoidable mistakes before you get started.
· 2 min read
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Don't Have a Will? 10 Common but Misguided Excuses
Although making a will might seem like a big task—it isn't. A will is simple and straightforward, and something that everyone should have. Yet, many people don't. And why not? Read on for the 10 most common excuses along with some common sense tips to help overcome them.
· 6 min read
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Should You Put Online Passwords in Your Will?
People are using the Internet to manage more financial transactions than ever before, from paying bills to big-money transactions like investing or real estate. Many of those who embrace the concept also enjoy the paper-free convenience of receiving their financial documents electronically—bills, account statements, annual reports, and more.
· 3 min read
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Life Insurance in Estate Planning
Did you know that life insurance can be one of your most effective and flexible tools when it comes to estate planning? Read on for more information.
· 4 min read
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Understanding Probate Lawyer Fees
While not every estate needs a probate lawyer, having an experienced attorney as an ally can be a big help to an executor or administrator – but how much will it cost and who is paying?
· 4 min read
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Leaving Money for College: Education Trusts
The cost of raising a child is nearly $286,000. And a good chunk of that is education costs. One way to cover ever-growing education costs is by setting up an education trust. An education trust can pay for school and help avoid estate taxes—we tell you how.
· 4 min read
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6 Things a Will Won’t Do
Wills allow you to choose who will inherit specific pieces of property and amounts of money; however, there is some property wills cannot transfer and some situations in which a will cannot carry out your wishes. Find out when a will may not be the best option.
· 4 min read
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What Happens to Your Digital Assets When You Die?
Smart phones, tablets, and computers are part of many people’s daily lives. What happens to all of those digital files, photos, and songs when you die? Learn more about what you can do to protect your digital assets.
· 4 min read
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Small Business Solutions to Minimize Estate Taxes
If you're an entrepreneur, your business is likely your most valuable asset. Fail to take the time to plan for disability or death and your estate may face significant tax consequences. So how do you protect your business and your heirs?
· 3 min read
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How to Choose an Executor
Choosing the right executor is a vital part of the estate planning process. And it's no simple task—you need someone you can trust to fulfill your final wishes and who will be willing and able to take on the task of distributing assets. So how do you decide?
· 2 min read
