Clear, practical explanations to help you make confident decisions about your estate plan.
Estate Planning for Business Owners (2026): Succession & More Estate Planning for Business Owners: Succession and More On this page Quick answer Why owners need more Succession planning Buy-sell agreements Keeping the business out of probate Valuation and taxes Business owner’s checklist Frequently asked questions Next steps Written by John Ma, reviewed by Peter Thornbull…
Estate Planning for Blended Families (2026): Protect Everyone Estate Planning for Blended Families: Protect Everyone On this page Quick answer Why blended families are different The accidental disinheritance trap How a trust solves it Don’t forget beneficiary designations Steps to a fair plan Frequently asked questions Next steps Written by Shawn Thame, reviewed by Peter…
Estate Planning for Parents With Minor Children (2026) Estate Planning for Parents With Minor Children On this page Quick answer Name a guardian Leave money the right way Guardian vs trustee Life insurance The documents you need Parent’s checklist Frequently asked questions Next steps Written by Jason Wolkaski, reviewed by Peter Thornbull Estate PlanningPublished June…
Estate Planning for Young Adults (2026): A Simple Guide Estate Planning for Young Adults: A Simple Guide On this page Quick answer Why young adults need a plan The documents you need What about money and accounts How to set it up When to revisit your plan Frequently asked questions Next steps Written by Terry…
DIY Will vs Attorney (2026): Which Should You Use? DIY Will vs Attorney: Which Should You Use? On this page Quick answer What a DIY or online will is What an attorney adds At-a-glance comparison What each option costs When a DIY will is fine When you need an attorney Pros and cons Frequently asked…
Living Trust vs Testamentary Trust (2026): Key Differences Living Trust vs Testamentary Trust: Key Differences On this page Quick answer What a living trust is What a testamentary trust is At-a-glance comparison The key differences Which one fits your situation Using both together Frequently asked questions Next steps Written by John Ma, reviewed by Peter…
Joint Will vs Separate Wills (2026): Which Should Couples Choose? Joint Will vs Separate Wills: Which Should Couples Choose? On this page Quick answer What a joint will is What separate (mirror) wills are At-a-glance comparison The key differences Why most couples choose separate wills When a joint will gets considered Frequently asked questions Next…
Will vs Power of Attorney (2026): What’s the Difference? Will vs Power of Attorney: What’s the Difference? On this page Quick answer What a will does What a power of attorney does At-a-glance comparison The key differences Why you need both Clearing up the confusion Frequently asked questions Next steps Written by Shawn Thame, reviewed…
Revocable vs Irrevocable Trust (2026): Key Differences Revocable vs Irrevocable Trust: Key Differences On this page Quick answer What is a revocable trust What is an irrevocable trust At-a-glance comparison The key differences Which one you need Can you change an irrevocable trust? Frequently asked questions Next steps Written by Terry Shaw, reviewed by Peter…
Estate Planning for Seniors (2026): A Practical Guide Estate Planning for Seniors: A Practical Guide On this page Quick answer Why it matters more with age The core documents seniors need Planning for incapacity Avoiding probate Long-term care considerations Updating an older plan Frequently asked questions Next steps Written by John Ma, reviewed by Peter…