Estate Planning

Did you know that your will may not be the most important document in your estate plan to protect your legacy? Your estate could be contested and taxed if you only have a will. If you wish to help ensure your loved ones receive their full inheritance, then you may...

Trusts can be a very useful part of an estate plan -- allowing you to protect the assets in them. There are two main types to know about, each with different advantages and disadvantages. These are revocable trusts and irrevocable trusts. It’s not a case of whether...

A will is an important document that only about one-third of Americans have. What about the other two-thirds of Americans who do not have a will? These Americans will die "intestate." Intestate means that there was no valid will when a person died. Typically, probate...

A will is a part of an estate plan that allows you to decide how your assets will be managed after you pass away and who should benefit from your estate. A will is only one part of an estate plan. There are several parts of an estate plan you may not want to miss. If...

Have you ever updated your estate plan? It is something that many people forget to do. Some people do not know they have the option. Making changes to your will and other legal documents can be an important part of the process. The main purpose of updating your estate...

Talking to your parents about estate planning can be a sensitive yet essential undertaking. Addressing this topic early can help ensure their wishes are carried out and reduce stress for the family in the future. The following are some tips that can help you to pursue...

With a life insurance policy, you have the chance to leave significant wealth to your family. Perhaps you purchased the policy when you got married, with the intention of leaving the money to your spouse. Maybe you purchased it when you had your first child, knowing...

In the realm of healthcare and estate planning, two essential documents stand out: the living will and the healthcare power of attorney. Both serve crucial roles in ensuring your wishes are respected and upheld when you cannot make decisions for yourself. However,...

Individuals who are creating a legal and financial strategy for the future do so with specific and unique goals in mind. For example, you may want to create your estate plan so that you can be certain that your loved ones will receive assets from your estate after you...

Creating an estate plan is one of the most important steps you can take to secure your family's future. It can provide peace of mind, knowing that the people who are important to you will be cared for if you die or become incapacitated. While every person's estate...