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Estate Planning

What is a Beneficiary & How to Choose One

What is a Beneficiary & How to Choose One

by Cynthia Paez Bowman
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Updated on January 13, 2022
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6 Min Read
A beneficiary is the person or entity you choose to receive a certain investment, account or asset. Take a closer look at your options and how to choose a beneficiary.
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What Happens If You Die Without a Will

by Cynthia Paez Bowman
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Updated on January 13, 2022
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4 Min Read
Dying without a will complicates what your loved ones receive. The process can be drawn out. Here’s what happens if you die without a will and how to avoid it.
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Trust versus Will: What's The Difference?

by Catherine Hiles
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Updated on January 13, 2022
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5 Min Read
Wills and trusts are both legal documents that help distribute your assets after you die. But what is the difference, and which one do you need?
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What is a trust?

by Cynthia Paez Bowman
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Updated on January 13, 2022
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6 Min Read
A trust is a legal entity you can set up to hold your assets and transfer them to your heirs without probate court or fees. There are several types of trusts available, based on your estate-planning goals.
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What is a Living Will?

by Elizabeth Rivelli
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Updated on January 13, 2022
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4 Min Read
A living will ensures you get the type of end-of-life medical care you want for yourself. Learn more about living wills and why you might need one.
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What Is Probate and How Does it Work?

by Holly Johnson
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Updated on January 13, 2022
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5 Min Read
Probate is a legal process used to distribute assets when someone passes away. Find out how probate works and when you can avoid it.
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How to Write a Will

by Catherine Hiles
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Updated on March 13, 2022
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5 Min Read
Learn how to write your will, either on your own or with the help of an attorney, to ensure your loved ones are taken care of when you die.
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What Is a Medical Power of Attorney?

by Catherine Hiles
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Updated on January 13, 2022
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5 Min Read
A medical power of attorney is a way to appoint an agent to make decisions about your health care if you are unable to do so due to illness or injury.
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What Is An Irrevocable Beneficiary?

by Elizabeth Rivelli
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Updated on January 13, 2022
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3 Min Read
Adding an irrevocable beneficiary to your life insurance policy has pros and cons. Learn more about this type of beneficiary to see if it's right for you.
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Inheritance Tax Guide

by Jen Smith
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Updated on January 13, 2022
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3 Min Read
Inheritance tax is important to know if you live in certain states and plan on leaving your estate to loved ones, especially outside your immediate family.
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