Estate Planning Resources

Wills, Life Insurance, & More

Estate Planning

Required Minimum Distributions Explained: 10 Surprising Facts Every IRA Owner Should Know

December 17, 2025

Estate Planning

Do Wills Need to Be Notarized? State-by-State Rules Explained (2025 Update)

December 17, 2025

Estate Planning

Executor of Estate Explained: What to Do If You Don’t Have Anyone to Name

November 14, 2025

Gain insights on the tools and tips to navigate the legal landscape of planned giving.

Estate Planning

Wills vs. Beneficiary Designations:

October 29, 2025

Estate Planning

BAM! Online Estate Planning Helps Smaller Financial Advisory Firms Compete Against the Big Guys

June 9, 2025

Estate Planning

More Than Money: The Tech Stack Today’s Clients Expect from Advisors

April 14, 2025

Estate Planning

Modern Advisors Offer More: How Online Estate Planning Sets You Apart

April 14, 2025

Estate Planning

4 Reasons Your Company Needs a Corporate Giving Program

April 13, 2025

Estate Planning

Insurers Can Help Close the Estate Planning Gap

February 21, 2025

Estate Planning

Part 2: Casting a Wide Net: How Online Estate Planning Platforms Can Protect More Americans

January 30, 2025

Casting a Wide Net: How Online Estate Planning Platforms Can Serve More Americans

January 30, 2025

Bequest Email Templates

Estate Planning

An Opportunity for Fraternal Life Insurers – Offer Complementary Online Estate Planning Services

January 10, 2025