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10 Common Estate Planning Mistakes—and How to Avoid Them

You might think that estate planning boils down to “who gets what” but it’s more complicated than that as estate planning isn’t just about divvying up assets. It’s about protecting...

Make a Living Trust: A Quick Checklist

Lawyer discussing legal document

When planning your estate, one of the biggest decisions you'll make is whether to use a will, a living trust, or both. “Although everyone should have a will, not everyone needs a t...

How Major Life Changes Affect Your Estate Plan

Divorce, rings and signature on paperwork

Life is rarely static. As you move through its many stages -- marriage, parenthood, career shifts, and more -- your personal and financial circumstances evolve. Each of these miles...

Why You Should Have a Will

Last Will Legal Document

All adults, regardless of financial means, should have a will in place as this important legal document outlines your wishes for what happens to your assets after you die. “With a ...

Revocable vs. Irrevocable Trusts: Key Differences

Man and woman sitting down looking at documents

Estate planning is a crucial step in managing your assets and ensuring your wishes are carried out after you’re gone. Two common tools in estate planning are revocable and irrevoca...