Trusts
Do You Actually Need a Revocable Living Trust?
A will is essential, but a trust isn't for everyone. Here's how to decide if a revocable living trust makes sense for your situation.
5 min read
Resources
Estate Planning Blog
Plain-English guides to help you protect your family.
Multi-State Planning
Estate Planning: Texas vs. California — Key Differences
Texas and California have different probate rules, community property laws, and trust requirements. Here's what you need to know if you live in or own property in both states.
7 min read
Healthcare Directives
Why Every Adult Needs a Healthcare Directive
A healthcare directive isn't just for the elderly. Without one, your family may face impossible decisions with no guidance from you.
4 min read
Wills
What Is a Pour-Over Will (And Why You Need One With Your Trust)
If you have a revocable living trust, a pour-over will is a critical safety net. Here's how it works and why it matters.
4 min read
Planning Tips
7 Estate Planning Mistakes That Could Leave Your Family Unprotected
From unfunded trusts to outdated beneficiary designations, these common errors can unravel even the best-laid estate plans.
6 min read
Powers of Attorney
Power of Attorney: Everything You Need to Know
A durable power of attorney could be the most important document in your estate plan. Here's what it does, what it doesn't do, and how to choose your agent.
5 min read
Planning Tips
5 Life Events That Mean It's Time to Update Your Will
Marriage, divorce, a new child, a home purchase — each of these changes could mean your current will no longer reflects your wishes.
4 min read
Probate
Probate in Texas: How Long Does It Take and How Much Does It Cost?
Texas probate is considered relatively simple compared to other states — but it still takes time and money. Here's what to expect and how to minimize it.
6 min read
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