Educational Insights on Estate Planning Basics.
15 articles
General Information and FAQs on Revocable TrustsGeneral Information and FAQs on Revocable Trusts - Learn the Who, What, When, Where, and Why!
Why the Same Person Fulfills Three RolesWhy does the software default to the same individual serving as- Power of Attorney, Executor, and Trustee?
Multiple Trustees Acting TogetherA review of the advantages and disadvantages of multiple trustees working together.
Trust-Based Estate Plans vs Will-Based Estate Plans: Deciding Factors Your Clients Should Consider
HEMS: A Simple Guide
Per Stirpes vs Lapse (aka Per Capita): What’s the Difference?
Unborn Children, Expectant Parents, and Parents Who Plan to Have More Children
Immediate vs Springing Power of Attorney
What is a DNR? What are the Pros and Cons of Having One in Place?
General Information and FAQs on WillsGeneral Information and FAQs on Wills - Learn the Who, What, When, Where, and Why!
Testamentary Trusts within Will-Based Plans
Transferring WealthA transfer wealth and the potential creation of generational wealth- How does Estate Planning help accomplish this?
General Information and FAQs on ProbateGeneral Information and FAQs on Probate - Learn the Who, What, When, Where, and Why!
Digital Assets
Various Types of Trust Documents