Estate, Wills, and Trusts Resources
Articles
Using a Durable Power of Attorney
While an attorney is a licensed professional who is legally designated to conduct business on your behalf, did [...]
What Is Power of Attorney?
Power of attorney (POA) means that you have granted an individual of your choice with the legal authority [...]
Where There’s a Will, There’s a Way
A will is a formal legal document directing the settlement of your estate and the distribution of your [...]
Whom Should I Name as Executor of My Will?
Choosing an executor for your last will and testament is one of the most important decisions in your [...]
Your Estate: When a Will … Won’t
You have undoubtedly heard that it’s important to have a will in order to control the disposition of [...]
5 Avoidable Mistakes in the Will You Write
Do-it-yourselfers need to be careful not to trip over these common hurdles as they craft their own last [...]
A Menu of Trust Options
A trust is an instrument set up to hold the property of an individual, often called the granter, [...]
Videos
Trusts
Trusts can help you create and preserve your legacy. This video shows how they may be of benefit to [...]
Wills
Wills help you control how your assets are distributed. Learn how you can provide your family with a financial [...]
The Power of a Trust
There are a lot of ways to plan for the future. Trusts can help protect your assets so you [...]
ILIT
Trusts can provide financial advantages for you and your family. This video explains how Irrevocable Life Insurance Trusts can [...]
Advanced Estate Planning
Advanced Estate Planning requires a team of professionals to advise you through the process. Back to Resource Center [...]
Wills Trusts and Inheritances
Financial Fitness Series: Who gets what when the inevitable happens? Back to Resource Center – Estate, Wills and [...]
4 Reasons Estate Planning is So Important
Go Plan101 Resources by Jim Hiles: The importance of Estate Planning Back to Resource Center – Estate, Wills and Trusts – Estate Planning [...]
