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Educational articles and insights to help you understand estate planning and make informed decisions for your family's future.


5 Things Google Won’t Tell You About Online Wills
In today’s world, you can Google almost anything, including how to make a will. With just a few clicks, you’ll find countless websites offering “fast and easy” online will templates. At first glance, this may sound convenient and cost-effective. But here’s what those search results don’t always tell you: estate planning is about much more than filling in blanks on a form. Here are five important things you may not learn in your Google about online wills. 1. Online Wills Can B
Stacy Cole
Feb 62 min read


What Is a Pour-Over Will?
When most people think about estate planning, they picture wills and trusts as two separate tools. But there’s a document that connects the two in an important way: the pour-over will. A pour-over will is designed to work hand-in-hand with your living trust. If you’ve already created a trust, you probably transferred your major assets like your house, bank accounts, or investments, into it. That way, those assets can pass directly to your beneficiaries without going through p
Stacy Cole
Feb 12 min read


3 Smart Ways To Plan For Your Funeral Hold
One of the most overlooked parts of estate planning is your funeral arrangements. Taking the time to prepare in advance doesn’t just ensure your wishes are carried out; it also relieves your family of difficult decisions during a stressful time. Here are three smart ways to plan ahead. 1. Put Your Wishes in Writing One of the greatest gifts you can leave your family is clarity. Write down what type of service you want, whether traditional or simple, and include details that a
Stacy Cole
Feb 12 min read


5 Reasons Unmarried Adults Without Kids Need An Estate Plan
I t’s a common misconception that estate planning is only for married couples or parents with children. In reality, every adult benefits from having an estate plan, even if you’re single and have no children. Without a plan, state law—not you—decides what happens to your money, property, and even your health care decisions. Here are five important reasons why unmarried individuals should put an estate plan in place. 1. Control Over Who Inherits Your Assets If you pass away wi
Stacy Cole
Feb 12 min read
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