About Our Foundation

Essentials

Your Will

Your Will: Getting Started

A will is the single most critical component to protecting your assets and securing your family's future.
more

4 Steps to Your First Will

When you create your will, you want one that works for you and one that works from a legal standpoint. Here's how to make it happen.
more

Case Study

See how having an up-to-date estate plan helped make a tough time easier for one couple.
more

When and How to Update Your Will

Your will, like many items, can become outdated. Here's how to ensure that your plans meet your current life circumstances and goals.
more

What Your Will Can't Do

Having an up-to-date will is your first step to creating a stellar estate plan—but that doesn't mean your estate plan is complete. You'll need to consider the details of these plans as well.
more

How to Find an Estate Planning Attorney

Whether you're drafting your first will or making changes to an outdated one, you'll want to use the services of an estate planning attorney.
more

Action Items

Take these steps to make sure your will is the best it can be.
more

Revocable Living Trusts

Revocable Living Trusts: Getting Started

A revocable living trust can provide for you now and work together with your will to provide for your family after your lifetime.
more

Pros and Cons of Living Trusts

Weigh the benefits and the downside of living trusts.
more

Living Trusts Q&A

Learn more about living trusts with these commonly asked questions and answers.
more

Assessing Your Needs

Only an estate planning attorney can determine whether you're a good candidate for a living trust. But before consulting with your attorney, familiarize yourself with these estate planning considerations.
more

Case Study

Read an example of an estate plan that includes a living trust.
more

Choosing Your Trustee

Consider these factors when deciding who will fill this important position.
more

Do You Still Need a Will?

Read on to learn why a living trust can't fully replace a will.
more

Action Items

Take these steps to learn how a living trust could fit into your overall estate plans.
more

Estate Planning Using Wealth Replacement

Getting Started: Wealth Replacement Trusts

Perhaps you would like to make a sizable contribution to us now to help meet our current needs, but you don't want to reduce the estate you will pass to your family. The solution? Purchase life insurance.
more

Preserve Your Assets Through a Wealth Replacement Trust

You can provide for your family and make a donation to us without placing financial burden on yourself.
more

Retirement Planning Ideas

Don't Run Out of Retirement Funds!

If you have concerns about outliving your retirement money, there are different strategies that can help ease your fears.
more

How to Plan for a Financially Secure Future

How much is enough for retirement? Learn how to boost your retirement income with a special kind of charitable trust.
more

How to Find an Attorney or Financial Planner

Attorneys and financial planners are often helpful in planning your estate. The right person (or persons) will need to have a grasp on finances, investments, tax planning and legal issues, and an understanding of the emotional challenges of planning for the distribution of your wealth.
more

Estate Planning for Couples

A Financial Quiz for Couples

Successfully sharing money with another person doesn't happen automatically. Whether you are recently married for the first time, remarried or have been together for many years, it's important to have compatible answers to these important questions.
more

Choose the Right Trust Plan for Your Will

Trusts are versatile estate planning tools, but for maximum benefits, your trust should be drafted precisely to fit your wishes and goals.
more

An Estate Planning Overview

A solid charitable gifting plan could be the best way to circumvent those taxes that can eat up your estate.
more

The Benefits of a QTIP Trust

If you are looking for a way to provide income to a loved one for life and ensure your wishes are carried out, find out more about a QTIP trust.
more

Estate Planning for Singles

On Your Own Now: Estate Planning for One

Once you've lost your spouse, you may realize the importance of a sound estate plan. Now that you're on your own, it's time again to review your options and plan for the future of your loved ones.
more

An Estate Planning Overview

A solid charitable gifting plan could be the best way to circumvent those taxes that can eat up your estate.
more

Estate Planning for Women

Today's Woman Needs an Up-to-Date Plan

You may think you don't really have a need for an estate plan, but more likely than not, you do. Find out about all the ways one can benefit you, your loved ones and favorite charitable organizations. And, learn more about the tools you can use to help make your plan take shape. It may be the best move you ever make.
more

Why Does a Woman Need a Will?

If you die without a will, the law may make undesirable arrangements that affect your loved ones, like your children. Do you want to choose a guardian for your children or create a trust for their benefit? Look into making a will and learning about the opportunities one provides.
more

Keep Your Will Up to Date

When was the last time you reviewed your will? Has your life changed in such a way that it might affect the plans you left directives for in your will? Rest a bit easier by learning if you need to update your will.
more