Lawyer discussing legal document

Make a Living Trust: A Quick Checklist

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...