Estate Planning Help Guides

Components of an Estate Plan and How to Determine What You Need
An estate plan is something that everyone should have in place. Whether you only need one estate planning document or all of them will depend on your specific situation. While you may already have one component, such as a will, it may not be......
Power of Attorney: Drafting, Reviewing, and Revoking
Giving someone authority to act on your behalf through a power of attorney is a major decision. The person who grants that authority is known as the principal or maker; the person getting the authority is known as the attorney-in-fact or......
7 Reasons to Think about Estate Planning When Starting a New Business
Americans generally prefer not to think too much about what will happen to their assets and loved ones when they pass away. An estate planning survey by Harris Interactive revealed some surprising statistics about the number of adult Americans......
Your Estate Planning List to Get Ready for the New Year
With the New Year approaching, it is often the time when people make plans for the future. No matter what age you are, you should still have an estate plan. Something unexpected could happen to you at any time. Losing your life is rarely......
What You Need to Know About Using Affidavits
An “affidavit” is a written statement that is considered made under oath. It is only valid when made voluntarily and without coercion. When you sign an affidavit, you are asserting that the information is true and that you have personal......
Establishing and Funding a Single or Joint Revocable Living Trust
A revocable living trust sets out how your property will be managed and distributed during your lifetime or after your death. You transfer legal ownership of various property interests (as opposed to beneficial interests) into the trust and a......
Ultimate Guide to Estate Planning
Death is a fact of life. Some of us die young while others live to a ripe old age. That’s one fact we simply can’t get around. Yet even while we know that someday the inevitable will happen, most of us aren’t prepared for it. Do you really want to leave your loved ones in a quandary about your estate? Wills, trusts, and estate plans aren’t just for...
8 Unusual Ways to Use Your Last Will and Testament
Certain conditions you put on gifts in your last will and testament might not be enforceable in court. Illegal conditions on gifts on grounds of public policy include: requiring a recipient to marry a specific person, requiring a recipient to......
How to Create a Will Codicil
A will codicil is a document that allows you to amend a will you have already created. Will codicils are best used for relatively small or short changes that don’t require extensive revision of the will. Otherwise, you should probably take a......
How Do I Determine Someone's Domicile or Residency?
Sometimes you will be asked to specify the place of domicile—also called legal residency—of yourself or someone you know for legal purposes. When a person has lived in only one place for a long time, it’s easy to figure out his or her......