Everyone Needs an Estate Plan

Life is unpredictable. At least some uncertainties and concerns can be addressed with a good estate plan that offers a wide range of benefits intended to protect one’s well-being and family’s wealth. Read more

What Estate Planning Is Needed for Parents

Don’t put it off any longer. Read more

How to Speak With Mom and Dad About Estate Planning

Estate planning is an activity many families, especially in lower-income communities, don’t often use, despite its many benefits. Two-thirds of Americans don’t have a will, according to the 2022 Caring.com survey. Read more

Estate Planning Checklist

An estate plan can give you peace of mind that things you value will be distributed according to your wishes when you die. Read more

What Should I Know About Powers of Attorney

Are you worried about what might happen to your estate and investments if you become disabled or incapacitated? Read more

Power of Attorney

A power of attorney is a legal document that gives a person the authority to act on another’s behalf. Read more

Estate Planning Singles

You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children. Read more

The first step in understanding whether a power of attorney can transfer money to themselves is to understand the different types of power of attorney. Read more

Created to own and control a life insurance policy or policies while the insured is alive, Irrevocable Life Insurance Trusts (ILITs) are tools that are sometimes recommended by estate and planners. Read more

Safe Deposit Box

Locking away certain valuables and important documents in a bank vault could turn into a headache for you or your heirs. Read more