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The Hardest Part of a DIY Estate Plan Is Knowing What to Check
Evaluating a DIY estate plan means checking its instructions, decision-makers, asset ownership, and the steps needed to carry it out.
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Perspectives on planning for your family, your business, and what comes next.
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Foundational Planning
What Are You Actually Buying From an Online Estate Planning Service?
A document list and advertised price reveal only part of an online estate planning service. Compare the guidance, review, and implementation included.
Foundational Planning
Before the Year Ends, Make Sure Your Estate Plan Is Current
With the year coming to a close, now is the perfect time to reflect on your life and your plans for the future. Consider your accomplishments, the changes you’ve experienced, and your hopes for the future.
Foundational Planning
Let’s Talk About the 68% Without a Plan
Many adults put off estate planning. This article looks at why getting started matters and the decisions a plan can help your family make.
Foundational Planning
Wills vs. Trusts – Which One Do You Need?
Estate planning is much more than just deciding who gets what after you are gone. It is about protecting your loved ones, reducing stress during difficult times, and making sure that your wishes are met.
Foundational Planning
This Summer, Make More Than Just Memories And Make a Plan
Family gatherings can bring planning questions into focus. Consider who would make decisions and how you want loved ones cared for.
Foundational Planning
Why Estate Planning Isn’t a One-Size-Fits-All Solution
A living trust is one part of a plan. The right documents and decisions depend on your family, assets, responsibilities, and goals.
Foundational Planning
Immigration, Estate Planning, and the Right to Care for Loved Ones
Estate planning can help families clarify caregiving authority and other important decisions when immigration circumstances add uncertainty.
Foundational Planning
How to Name a Trust Correctly
A trust can usually be given a practical identifying name, but the name, trustee designation, trust date, and ownership records must be used consistently. Learn what to consider when naming a living trust.
