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Estate Planning Help Guides

Establishing and Funding a Single or Joint Revocable Living Trust
A revocable living trust sets out how your property will be managed and distributed during your lifetime or after your death. You transfer legal ownership of various property interests (as opposed to beneficial interests) into the trust and a......
Your Estate Planning List to Get Ready for the New Year
With the New Year approaching, it is often the time when people make plans for the future. No matter what age you are, you should still have an estate plan. Something unexpected could happen to you at any time. Losing your life is rarely......
How to Create a Will Codicil
A will codicil is a document that allows you to amend a will you have already created. Will codicils are best used for relatively small or short changes that don’t require extensive revision of the will. Otherwise, you should probably take a......
8 Unusual Ways to Use Your Last Will and Testament
Certain conditions you put on gifts in your last will and testament might not be enforceable in court. Illegal conditions on gifts on grounds of public policy include: requiring a recipient to marry a specific person, requiring a recipient to......
What Is a Codicil of Will?
Executing a last will and testament is an important element of proper estate planning. The last will and testament ensures that the division of an individual’s estate and assets are completed according to their own express wishes upon their......
4 Useful Tools for Estate Planning
The Value of Proper Estate Planning Many individuals do not consider proper estate planning as a viable option because they believe that their net worth is not high enough or they do not have sufficient property or assets to merit......
Is a Revocable Living Trust Right for You?
What Is a Revocable Living Trust? A revocable living trust is an estate planning tool that allows an individual to determine how their estate is divided and who it is divided to upon their death. The revocable living trust is a legal document......
Advantages of a Living Trust
A living trust is a legal arrangement in which an individual transfers the title of property and assets into a trust where it is held for an individual named as the beneficiary of the trust. The term ‘living trust’ is utilized because the......
7 Reasons Why Everyone Needs a Last Will and Testament
It is easy to become complacent with things like creating a last will and testament. Besides, we are all going to live to be 100, right? The unfortunate truth of the matter is that if you die without a will, a court will end up deciding your......
How Does a Living Trust Avoid Probate?
Probate is one of those dreaded words that we hear from time to time that immediately conjures up thoughts of the courts taking away property that has been in the family for years. The problem with probate is that many people do not understand......