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Estate Planning Video FAQs

Whether you are parents with young kids, or empty nesters with grown children, you most likely have questions. Get answers by listening to our quick videos.

General Estate Planning Questions

I Have a Trust, What's Next?

Who will make decisions for me if I am incapacitated?

Will My Retirement Accounts Be Protected After I Die?

How long does it take to get an estate plan in place?

I Have Beneficiaries On My Accounts. Isn't That Enough?

My spouse is not a US citizen. How does that affect my planning?

What is Probate and how can I avoid it?

What is the difference between a Will and a Trust?

Will my family have to pay estate taxes when I die?

Young Family Questions

Can I Prevent Someone From Becoming My Child's Guardian?

How Will People Know That I Have a Plan in Place?

What are the 5 legal documents every parent should have?

What if my long term guardians aren't immediately available?

How are short term and long term guardians different?

Who will manage my money for my kids while they are minors?

Empty Nester Questions

The Empty Nest: Revising Your Estate Plan

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Special Reports

Kids Protection Planning Guide®

Emptying the Nest: 8 Ways Your Estate Plan Changes When Your Children Become Adults