Articles & Resources

Explore our collection of articles on estate planning, trusts, wills, and more to help you make informed decisions about your legacy.

March 18, 2025•5 min read

Trust vs Will - Choosing the Right Estate Planning Tool

Understanding the key differences between trusts and wills can help you make informed decisions about your estate plan. Learn about the advantages, disadvantages, and ideal use cases for each option.

Estate PlanningTrustsWills

March 15, 2025•8 min read

The Estate of Richard Simmons

The Estate of Richard Simmons: Sweatin' the Small StuffFitness icon Richard Simmons, known for his flamboyant personality, high energy, and trademark...

FamilyChildrenGuardianship

March 11, 2025•8 min read

Handling a Loved One's Debts After They Die

Handling a Loved One’s Debts After They DieAmericans are, quite literally, getting buried in debt, with nearly half expecting to pass away with outsta...

Estate PlanningLegalFamily

February 08, 2025•4 min read

Happy 18th Birthday! Now What?

Happy 18th Birthday! Now What?Congratulations! You are now legally an adult. Although you may not feel any different, from a legal standpoint, a great...

Estate PlanningLegalFamily

February 06, 2025•3 min read

Why Joint Ownership Should Not Be the Go-To Plan for Newlyweds

Why Joint Ownership Should Not Be the Go-To Plan for NewlywedsIf you recently married or have been married for a while and have acquired additional mo...

Healthcare DirectivesMedicalEnd of Life

January 31, 2025•3 min read

Your Post-Honeymoon Legal Checklist

Your Post-Honeymoon Legal ChecklistYour wedding day was absolutely perfect. You and your spouse went on your honeymoon and had the time of your lives....

ProbateLegal ProcessCourt

January 14, 2025•6 min read

First Step in Adulthood, Choosing the Right Decision Makers

First Step in Adulthood: Choosing the Right Decision-MakersBeing an adult comes with freedom and responsibility. You can now make important decisions...

Healthcare DirectivesMedicalEnd of Life

December 14, 2024•4 min read

Estate Planning That Expresses Who You Are - 5 Things to Talk About with Your Family

Estate Planning That Expresses Who You Are5 Things to Talk About with Your Family You intend to pass along your hard-earned money and property through...

Power of AttorneyLegal AuthorityIncapacity

November 02, 2024•6 min read

Does Your Revocable Living Trust Reduce Your Estate Tax Bill

Does Your Revocable Living Trust Reduce Your Federal Estate Tax Bill?Many believe that once they set up and fund a revocable living trust, property he...

Estate PlanningLegalFamily

September 07, 2024•4 min read

Kids Going Away to College - Why You Should Include Estate Planning in the Preparation

Kids Going Away to College?Why You Should Include Estate Planning in the Preparation You have likely been preparing for weeks to get your new college...

NewlywedsMarriageEstate Planning

September 02, 2024•9 min read

Estate Planning for Collectors and Hobbyists

Estate Planning for Collectors and HobbyistsAmericans often prefer to stay busy. When we are not working, many of us turn to hobbies to keep us engage...

Estate PlanningLegalFamily

July 24, 2024•5 min read

Trust Scams

Beware of Trust Scams—and How to Spot ThemTrusts are widely used in estate planning to protect and transfer a person's assets (money, accounts, proper...

Power of AttorneyLegal AuthorityIncapacity

April 23, 2024•7 min read

Lessons From Warren Buffett's Estate Plan

Lessons from Warren Buffett's Estate Plan: Generosity, Adaptability, and TransparencyWarren Buffett, known as the Oracle of Omaha, is one of the most...

FamilyChildrenGuardianship

April 04, 2024•9 min read

How to Give Real Property to a Loved One at Your Death

How to Give Real Property to a Loved One at Your Death Without Probate Court InvolvementA home is often one of the most important assets that people o...

WillsLegacyPlanning

March 28, 2024•4 min read

Estate Planning Basics for Newlyweds

Estate Planning Basics for Newlyweds: How to Prepare for the UnexpectedGetting married is a special time in your life; you may have a beautiful weddin...

WillsLegacyPlanning