Estate Planning 101

It’s easy to forget passwords for trustees because it’s easy to forget passwords for ourselves. But don’t. Please.

Learn more about inheritance rights and how to protect your legacy and ensure your loved ones’ financial security.

Discover the power of a letter of intent in estate planning—an emotional roadmap for your loved ones during difficult times.

Debt and estate planning: Discover how debt impacts your estate planning and learn strategies to protect your loved ones from financial burdens.

Discover the vital role of power of attorney in safeguarding your interests, while learning about preventing power of attorney abuse.

Read about what an attorney-in-fact is (hint: it’s not necessarily an attorney) and why it’s so important in estate planning?

A power of attorney is crucial legal document for managing financial and healthcare decisions, ensuring peace of mind and future security.

A health care proxy is a legal document appointing someone to make medical decisions for you if you’re incapacitated.

A will outlines asset distribution, names guardians for minors, and prevents family disputes. Regular updates ensure it reflects life changes.

Wills vs. pour-over wills. Understand the differences between these very different estate management tools.

Individual trusts provide full control and privacy for a single person, while joint trusts simplify management for couples. Each has unique benefits and drawbacks based on personal circumstances and estate planning goals.

An estate inventory checklist simplifies asset management and distribution. It can help organize personal info, financial accounts, real estate and more.