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Estate Planning 101

Estate Planning 101

Educational articles about estate planning

Estate Planning Terminology

Overview

Estate Planning 101

Understanding Last Will & Testaments

Understanding Married Separate Trusts

Understanding Revocable Living Trusts

Common Questions

What healthcare documents are included in the Healthcare Power of Attorney?

What is a Personal Letter of Direction?

Why is the platform recommending a Revocable Trust instead of a Will?

How are Adopted Children Treated in my Estate Plan?

Does the person I name as guardian of my children have to be a U.S. citizen or live in the United States?

How do wills and trusts differ?

What is the difference between revocable and irrevocable trusts?

What is the difference between a living trust and a testamentary trust?

Does a Living Trust provide federal estate tax advantages?

What is Probate?

What is the role of the Guardian?

How do I include my medical directives in my estate plan?

Whom do I list as beneficiaries?

What are A/B Provisions in a Trust?

How is probate affected by a revocable living trust?

What is a Beneficiary Sub-Trust?

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