9 Things to Know About Specific Bequests
Learn the 9 key things about specific bequests in estate planning, from clarity and contingencies to tax implications and practical tips for avoiding disputes.
How to Choose Beneficiaries When Creating Your Estate Plan
Learn how to choose beneficiaries for your estate plan. Discover tips for selecting individuals, charities, or trusts, to ensure your legacy reflects your values.
7 Unexpected Benefits of Clubs & Organizations After You Die
Discover seven unexpected ways clubs and organizations can support your family and honor your legacy after you pass away. Learn how to plan for the future.
Quiz: What Type of Trust Is Right for You?
Trusts aren’t one-size-fits-all. Which type is the perfect fit for your estate planning needs? Take the quiz to find out!
Quiz: Is Your Estate Plan Future-Proof?
The future is unpredictable—Is your estate plan ready to handle whatever comes next? Take this quiz to find out!
Quiz: Are You Leaving a Legacy of Harmony or Conflict?
Will your estate plan bring your family closer together or drive them apart? Take this quiz to find out!