Trust & Will

Beneficiary designations and Wills both direct how assets are passed on, but they aren’t the same. A Will covers your estate, while designations apply to specific accounts and often take precedence. Keeping them consistent is key to avoiding conflict.

Estate planning meets flexibility with the 5 by 5 Power in Trust. Beneficiaries can access Trust assets annually, balancing immediate financial needs with asset protection and long-term tax efficiency.

Choosing the right home care means evaluating services, caregiver credentials, and flexibility to ensure a safe, supportive fit.

Relocating to a new state requires reviewing and updating your estate plan to comply with state-specific laws. Variations in wills, trusts, executors, and powers of attorney can impact your legacy and your family’s experience. Ensure your documents reflect your new state’s requirements for peace of mind.

Trusts offer powerful advantages in estate planning, from avoiding probate and reducing taxes to protecting loved ones and managing complex assets. Whether you own property, have young children, or want more control over your legacy, a Trust can provide lasting peace of mind.

Planning your children’s inheritance is a key part of estate planning. Whether you pass assets after death, through a trust, or while alive, thoughtful timing can ease transitions, reduce taxes, and align with your family’s values and future needs.

Transferring your home to a trust can impact your insurance coverage. This article explains why it’s essential to update your homeowners policy after the transfer to ensure proper protection and avoid potential claim issues.

A Spousal Lifetime Access Trust (SLAT) lets one spouse transfer assets out of their estate for tax benefits and asset protection, while allowing the other spouse access to the funds. This guide explains how SLATs work, their benefits, risks, and what to consider in your estate plan.

Having a will ensures your assets are distributed according to your wishes, protects your loved ones, and simplifies the legal process after your passing. Trust & Will outlines key reasons why everyone should have a will and how it can provide peace of mind for the future.

An advance directive is a broad legal document outlining medical preferences if you're incapacitated, while a living will specifically addresses end-of-life care. An advance directive may also include a medical power of attorney, designating someone to make healthcare decisions for you.

A charitable bequest allows you to leave a gift to a nonprofit in your will or trust, offering tax benefits and creating a lasting legacy.

When a loved one dies, they may pass on either valuable property or sentimental possessions to their heirs.  A new survey reveals that different factors may contribute to different inheritance preferences.

Discover a simplified approach to funding a trust, including how to transfer assets and what to consider for different property types.

The IRS created a pretty major rule change about how assets are treated in Irrevocable Trusts for tax purposes.

Depending on the type of funeral service you are having, the cost can vary significantly.

Estate planning strategies change along with shifting family dynamics.

For married couples, a Joint Revocable Trust might be able to offer a sense of confidence that begins the day you both sign.

Losing a loved one is challenging for a number of reasons, but it can be made even more difficult if you are responsible for navigating the many legal processes associated with probate court.

Learn how to set up an estate plan workaround to ensure your children can successfully obtain their inheritance.

Find out everything you need to know about probate records and what information goes under public record in this guide.

EWills are on the rise, making estate planning more accessible and convenient than ever. Learn about the current landscape of eWill legislation and what lies ahead.

With the passing of the SECURE Act (both 1.0 and 2.0), the use of a See-Through Trust became popular. Learn how this estate planning tool can help you pass your retirement assets to your loved ones, and when it makes sense to use one.

Bringing up the conversation of Wills to your parents can be challenging, but it is important to bring up these topics sooner rather than later so that you have the opportunity to understand your loved one’s final wishes.

By establishing a living will, you can have peace of mind knowing that your loved ones will know exactly what to do if the unimaginable happens.

Deciding who should be your beneficiary may be a no-brainer for some people. But for others, it might be a bit more difficult.

How does a Family Trust work? Are there different kinds? And how can you set up your own Family Trust? Use this step-by-step guide to get started!

A Survivor's Trust is a sub-trust created when one spouse in a Joint Trust passes away.

Are aware of filial responsibility law? Learn more about filial responsibility and five ways it may affect you.

Nursing home costs are exorbitantly expensive. Learn how to protect assets from nursing home costs.

Contesting a Will can be a long process, but it’s certainly possible. We’ll explain when and how to do it the right way, if ever necessary.