We believe estate planning should be simple, clear, and personal. Whether you are building generational wealth, caring for aging parents, or wondering do I need a will, our online estate planning services are here to help you every step of the way.

Some of the biggest changes to the tax code are permanent, including lower income tax rates, higher standard deduction amounts and higher estate and gifting exemptions. New accounts for newborns, modeled after traditional IRAs, allow parents to save money specifically for future expenses for their children.

One of the most important parts of estate planning is determining how to divide your assets. But what if you don't have a spouse, children, or other obvious heirs? Passing without a will or immediate heirs increases the odds your money will go to someone you'd rather it not.

Unmarried people should put a priority on developing the traditional estate planning documents that don’t pertain to disposition of property: the health care proxy (or advance medical directive or living will) and financial power of attorney. Without these documents, when the single person is unable to make medical decisions or take care of financial matters, there might not be someone to make decisions whose authority will be readily recognized.

Drawing up a will can be an emotionally taxing process. But it’s one that becomes especially difficult when a spouse is left to cope with the task after their partner passes away. Suddenly, what was once a joint decision made with a lifelong partner becomes a task a widow must face alone.

If you aren't married and have no children, you may think you don't need an estate plan. But nothing could be further from the truth. Unlike with married couples, there could be no specific person who can legally make medical decisions for you should you become incapacitated. And if you were to die without an estate plan, your property would likely go through the probate process and potentially be awarded to a beneficiary you never would have chosen yourself.