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Estate Planning

Wills

Categorized in:
Inheritance Planning, Wills

Estate planning conversations can be challenging if you and your loved one have different points of view about your future and the legacy you will leave behind. There is a lot to process with many emotional topics.

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Categorized in:
Trusts, Medical Directives, Financial Powers of Attorney, Disability and Special Needs, Wills, Planning for Minors

Estate planning is making a plan in advance, naming the people or organizations you want to receive the things you own after you die, and taking steps now to make carrying out your plan as easy as possible later.

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Categorized in:
Medical Directives, Financial Powers of Attorney, Wills

A simple trust or will, a durable power of attorney, and a medical power of attorney are important estate planning documents for young adults.

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Categorized in:
Trusts, Wills, Probate

The estate planning needs of same-sex couples are not much different from those of opposite-sex couples. Learn the three estate planning steps to take now.

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Categorized in:
Trusts, Financial Powers of Attorney, Retirement Accounts, Wills

A basic estate plan is essential for everyone. At a minimum, everyone should have three estate planning items in place: an up-to-date will or trust, a durable power of attorney, and updated beneficiary forms.

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Categorized in:
Trusts, Medical Directives, Wills

An estate plan, properly executed, can protect you as well as your family in the event of sickness, accidents, or untimely death. This eight-point checklist can help determine whether your estate plan needs help.

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Categorized in:
Trusts, Wills

Here are some of the more common reasons why we procrastinate about estate planning—and some information that just might get you moving.

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Categorized in:
Wills, Probate

Not everything you own will automatically go through probate. Assets for which title is held in your name only will need to be probated.

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Categorized in:
Asset Protection Planning, Trusts, Wills, Probate

Common estate planning myths, as well as the truth behind them.

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Categorized in:
Lifetime Gifts, Wills

Life estates are typically used to keep property from being transferred through the process of probate.

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Categorized in:
Wills

Depending on the laws of your state, handwritten notes to a will may qualify as a valid testamentary disposition.

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Categorized in:
Trusts, Inheritance Planning, Wills

Joint accounts are a popular estate planning option because they allow the quick transfer of assets after the death of one or more of the joint owners.

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Categorized in:
Medical Directives, Financial Powers of Attorney, Wills

The state laws that govern estate planning documents such as wills, trusts, medical directives, and powers of attorney are different in every state.

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Categorized in:
Trusts, Legacy, Medical Directives, Inheritance Planning, Financial Powers of Attorney, Retirement Accounts, Wills, Planning for Minors

A checklist of eight estate planning things you should take care of before you travel.

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Categorized in:
Medical Directives, Financial Powers of Attorney, Wills

Learn about some of the estate planning documents that all young adults (18+) should have.

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Categorized in:
Trusts, Medical Directives, Inheritance Planning, Lifetime Gifts, Wills, Planning for Minors

Ten major estate planning goals to accomplish before the end of the year.

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Categorized in:
Trusts, Medical Directives, Financial Powers of Attorney, Retirement Accounts, Wills

Learn about what changes to your estate plan should be completed and considered when planning for your divorce.

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Categorized in:
Trusts, Wills, Probate

A pour-over will is necessary in the event that you do not fully or properly fund your trust.

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