Estate Planning

two people's hands signing legal documents. one person is writing with a pen, the other's hands are resting on a separate piece of paper

Legal Requirements When Selecting an Executor

The person you choose to be your executor will play an extremely important role, as that person will be responsible for gathering, securing, managing, and ultimately distributing your money and property when you pass away.

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Wills vs. Trusts: In Plain English

Everyone has heard of wills and trusts. Most articles written on these topics, however, often presume that everyone knows the basics of these important documents. But, in reality, many of us do not – and with good reason – as they are rooted in complicated, centuries-old law.

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a young family sits at a table and reads over legal documents with their attorney.

Understanding Common Legal Terms In Estate Planning

Using the correct terms is critical in wills, trusts, and other legal documents because words have significant implications. The wrong word can lead the courts to incorrectly interpret your documents and therefore cause an unintended result. Here are a few commonly confused words, their proper meanings, and some usage scenarios.

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FREE Personal Asset & Liability Worksheet

This personal financial statement template is a great tool to keep track of your personal assets, liabilities, income and expenses.