Estate Planning Articles

Serving as a trustee? Here’s a comprehensive trustee checklist to guide you through every responsibility—from asset management to beneficiary communication.

Understanding how splitting assets in divorce works can make the divorce process smoother and more equitable.

Estate planning for grandchildren can be a joy. Thoughtful planning today can nurture their dreams tomorrow.

What happens without an estate plan? Not having a trust or will can lead to delays, disputes, and unintended outcomes.

Adding pets to estate plans: you can’t leave your dog or cat a credit card, but you can make sure they’re taken care of forever.

Discover how trusts for small business can protect your legacy, simplify succession, and reduce stress for everyone involved.

Some assets just aren’t trust material. Here’s a list of five assets not for trusts—five things to keep out and why.

An overview of the key differences between simple trusts and complex trusts—how they work and which is better in certain circumstances.

Updating estate plans post-adoption is crucial for protecting a new (or growing) family. Here’s why.

Once the dust settles, revising estate plans post-divorce is a high priority. Because old plans no longer reflect new lives.

Adjusting to a quieter, cleaner household is a good time to tackle estate planning for empty nesters.

Blended families bring love—but also legal complications. Remarrying impacts inheritances, so you have to plan accordingly.