Choosing Guardians for Minor Children—and Building the Money Plan That Supports Them

When parents ask how to choose a guardian, what they really want is confidence—confidence that the right person...


Choosing Your Executor, Trustee, Guardian, and Agents: One Coherent Decision

Estate planning is not only paper; it is people. The best documents fail if the wrong person sits...


Estate Planning for Blended Families: Protect Your Spouse and Your Children—Without Litigation

In a second marriage, good intentions are not a plan. If you leave everything outright to a spouse,...


Top Tips for Preparing an Estate Plan

For many, preparing an estate plan can seem like a complicated and daunting process. Last wills, living wills,...

  • EstateBee Estate Planning - Online Wills, Trusts, Living Wills, Powers of Attorney, Funeral Planning
  • November 4, 2022

Estate Planning Documents You Need in COVID Times

Is now the right time to prepare your estate planning documents? Unfortunately, as many of us know only...

  • EstateBee Estate Planning - Online Wills, Trusts, Living Wills, Powers of Attorney, Funeral Planning
  • January 21, 2022

Reduction of Estate and Gift Tax Exemption

The plan to pay for President Biden’s proposed Build Back Better Act has been released by the House...

  • EstateBee Estate Planning - Online Wills, Trusts, Living Wills, Powers of Attorney, Funeral Planning
  • November 4, 2021

Do I Need to Make an Estate Plan? Are There Benefits?

Many people think estate planning is for the wealthy or simply believe that there is no need for...


Why It’s Important to Make a Will

Many people believe it’s not necessary to make a will while they’re young, before they have children, or...


Avoid Probate – Transfer Assets to Loved Ones Quickly Following Death

If you have a spouse, child or other person that is financially dependent on you, they may need...

  • EstateBee Estate Planning - Online Wills, Trusts, Living Wills, Powers of Attorney, Funeral Planning
  • June 14, 2020

Using Undue Influence in Estate Planning to Contest a Will

In order to best explain claims of undue influence, it’s often helpful to set the scene a little....


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