Intro to Estate Planning
Estate planning is about more than distributing assets — it’s about protecting your family, preserving your values, and ensuring your wishes are carried out with clarity and care. A well-crafted plan helps minimize taxes, avoid unnecessary complications, and provide peace of mind for you and your loved ones.
Will vs. Trust
Both wills and trusts are tools that list instructions for what should be done with your assets when you die. Wills ofte go through probate; but a trust, if you set it up right, can help you avoid probate.
When Should I Start Estate Planning?
Retirement and estate planning feel like they go hand in hand; but actually, if you’re 18 or older, you need an estate plan.
What Happens If I Don't Have an Estate Plan.
Everyone knows somebody who lost a loved one and had to deal with the mess that was left behind. Learn how you can take control of your legacy.