Free Resources

This library of free resources guides you through important topics about estate planning, trusts vs. wills, taxes, and post-death administration.

Estate Planning Concepts

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What is Estate Planning?

3 Steps to Lowering Estate Taxes

Reasons Why Living Trusts Make Sense for Most

Wills Explained

Is an Irrevocable Trust Right for You?

Basics of a MA Durable Power of Attorney

Estate Planning Over Time

7 Questions to Test the Strength of Your Estate Plan

When to Review an Estate Plan

How to Change your Estate Plan Documents

After-Death Concerns

Basic Checklist After a Death

Legal Steps After a Death

What is Probate?

Special Circumstances

Estate planning if you don't have children

Estate planning during divorce

Naming a guardian for your child

Estate planning after a medical diagnosis

Estate planning for a blended family

Beneficiary with a problem

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