Resources

What's a Pet Protection Plan, and Why Do You Need One?

Life is unpredictable. Learn how you can protect your pet no matter what happens with a Pet Protection Plan as part of your free Pet Estate Plan.

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Do You Need Pet Insurance?

Pet insurance can be a great tool to avoid the burden of unexpectedly high pet expense. In exchange for a little bit of money upfront each month, your pet insurance policy may share or cover completely certain expenses.

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Will you Fight for Your Pet and Close the Pet Protection Gap?

Americans love our pets. So why do we forget about them when it comes to our estate planning? Learn how a Pet Protection Plan can ensure care for your pet, no matter what.

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5 Things to Do Before Gifting Your Pet to a Pet Retirement Home

If you're considering gifting your pet to a pet retirement home or pet sanctuary, read this first.

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Do You Need a Pet Trust?

If you're considering creating a pet trust, read this first.

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What is a Limited Pet Power of Attorney?

A Limited Pet Power of Attorney is a financial power of attorney with a scope limited to supporting the care and comfort of your pets.

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What is the Federal Estate Tax Threshold?

If your Taxable Estate is greater than the federal estate tax threshold, you may be liable for paying federal estate taxes.

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Nailing Your Pet Estate Plan Signing Ceremony - 5 Things To Know

Don't overlook these crucial steps to making your plan official and maximizing its benefits.

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What is the Spousal Elective Share?

If you plan to leave your spouse less than half of what you own, you need to understand the spousal elective share.

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What’s a No Contest Provision?

"No contest" provisions discourage people from challenging a last will in probate court. But you'll need more than just words to make yours effective.

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Tax Advantages of Holding Community Property

Married and living in California or another community property state? You may save on taxes by holding your marital property as community property.

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What is a Last Will?

Learn what a last will is, how it works, and how you can use it as the centerpiece of your new estate plan.

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Checklist for Petition of Confirmation of Appointment by Guardian

If the person who nominated you as Guardian for minor children passes away, use this checklist to help create your Petition of Confirmation of Appointment.

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Objecting to a Guardian Appointment: Who Can Act and How

A Nomination of Guardian by a parent in a will or standalone document is not guaranteed. Learn who can block a guardian appointment and how.

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How to Choose a Guardian for Your Minor or Special Needs Children

Nominating a Guardian for your minor or special needs children is a big decision. Follow these tips to make the right choice Guardian for your loved ones.

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How to Choose An Agent for a Medical Power of Attorney

Of all the decisions in an advance health care directive, choosing who to select as your agent under a medical power of attorney is most important.

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What Happens if You Don't Have an Advance Health Care Directive?

If you are unable to make your own healthcare decisions, you'll be relying on an individual designated by the state to make healthcare decisions for you.

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How to Register Your Advance Health Care Directive

Submitting your advance health care directive to a registry can ensure that it is discoverable to any future attending medical team you may have.

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A Brief Islamic Guide to Advance Health Care Directives and End-of-Life Decisions

If you are a practicing Muslim and preparing to make your own advance health care directive, you may wish to know how Islamic principles guide the use of advance health care directives.

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What is a Living Will?

A living will states your healthcare preferences in advance in case you are unable to communicate those preferences later.

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Jewish Medical Directives for Health Care

If you are Jewish and preparing to make your own advance health care directive, you may wish to gain a sense of Jewish teachings concerning medical decisions.

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What is the Federal Estate Tax Threshold?

If your Taxable Estate is greater than the federal estate tax threshold, you may be liable for paying federal estate taxes.

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How to Fund Your Trust

Learn the basics of how to fund a trust by correctly re-titling assets in the trust's name.

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What is The Difference Between a Living Trust And a Revocable Trust?

They sound similar and are often used interchangeably, but not all living trusts are revocable trusts.

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Which States Have an Estate Tax?

Does your state levy state estate taxes? Discover which 17 states have an estate and/or inheritance tax.

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What is the Difference Between a Last Will and a Revocable Living Trust?

If you're deciding between creating a last will and revocable living trust, read this first.

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What Are The Advantages of Irrevocable Trusts?

There are three primary reasons why you might consider creating an irrevocable living trust. Learn whether you may benefit from incorporating an irrevocable living trust into your estate plan.

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