Estate Planning

Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.

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.
May 17, 2023 · 2 min read
Why millennials need an estate plan
No matter how young you are, there are plenty of good reasons to make a will and more.
April 18, 2023 · 4 min read
5 steps to get your estate in order
Use these tips to help you get your affairs in order so your wishes will be carried out.
April 18, 2023 · 4 min read
Understanding a healthcare proxy
An essential element of your estate plan, a healthcare proxy takes effect when you're temporarily incapacitated—but requirements vary by state.
April 11, 2023 · 5 min read
Why name an alternate executor in your will?
Naming an alternate executor in your will means you have a say as to who will act as your executor if your chosen representative is unable to fulfill their role.
April 6, 2023 · 2 min read
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.
April 5, 2023 · 4 min read
Who should be your successor trustee?
A competent and reliable successor trustee can help achieve your goals and provide continuity of management
April 5, 2023 · 4 min read
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.
April 5, 2023 · 3 min read
Advance healthcare directives
The sooner you begin planning for end-of-life decisions, the easier you make life for the family members or friends who may be called upon to act on your behalf.
April 5, 2023 · 5 min read
What you need to know about your spouse's finances
No one likes to think about losing a spouse, but it's important to be prepared for unfortunate circumstances. Being unprepared only makes a difficult situation more difficult. Talk to your spouse now so you're both prepared in the event of a tragedy.
March 30, 2023 · 3 min read

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