Discover the Benefits of a Certificate of TrustA Certificate of Trust is a document that serves as proof of the existence of a trust and summarizes its key elements without revealing the detailed private information contained in the trust itself. It verifies the trustee’s authority and the trust's existence, providing necessary information to financial institutions and other parties without disclosing the specifics of the trust's assets or beneficiaries.

Understanding the Use of a HIPAA Release FormThe Health Insurance Portability and Accountability Act (HIPAA) of 1996 protects the privacy of an individual’s health information. A HIPAA Release Form is a legal document that allows specified individuals to access your protected health information (PHI). This form is crucial for anyone needing to grant another person the authority to discuss their medical records and health information with healthcare providers.

Securing Access: Ensuring Your Loved Ones Can Access Your Phone After You're GoneIn an increasingly digital world, the issue of accessing personal devices after death is becoming more pertinent. Many people overlook the fact that without proper planning, loved ones may face significant hurdles in gaining access to crucial information stored on smartphones or other electronic devices. Here’s why it’s essential to consider this aspect of estate planning:

Top 10 Mistakes to Avoid in Estate PlanningEstate planning is a crucial process that ensures your assets are distributed according to your wishes after your passing. However, many people make common mistakes that can derail their plans and create complications for their loved ones. To help you navigate this smoothly, here are the top 10 mistakes to avoid in estate planning:

Graduation Season: Why New Graduates Should Consider Starting Their Estate PlanAs caps fly and diplomas are awarded, a new chapter begins for graduates as they step out from the halls of their high school into the world of colleges and universities. Amid the excitement of living alone, new cities, and exciting opportunities, estate planning is probably the last thing on most young adults’ minds. However, beginning an estate plan early can set a foundation for personal, financial, and digital security that will benefit a graduate for a lifetime. Here’s why high school graduates should consider starting their estate plan.

How to Include Cryptocurrency in Your Estate PlanCryptocurrency in estate planning has become increasingly important as digital assets gain popularity and value. The term itself can be difficult to understand. Therefore, learning how cryptocurrencies work will help you make informed decisions when planning for their inclusion in your estate plan.

Estate Planning for MomsEstate planning is a crucial part of protecting your family's future, especially if you're a mom. It ensures that your children are cared for in your absence, whether due to an unexpected event or natural causes. It's an uncomfortable topic, but having a clear plan for your children's guardianship and inheritance is a true act of love.

GoodTrust Partners with Pratt Institute to Offer Estate Planning as a Key Financial Wellness BenefitGoodTrust, a leader in digital estate planning, partners with Pratt Institute to offer estate planning services as a new voluntary benefit for its faculty and staff. This initiative aims to integrate essential financial wellness tools into the Institute’s benefits package, emphasizing the importance of estate planning in personal financial health.

How Employee Benefits Impact Your Bottom LineEvery employer knows customer satisfaction impacts your bottom line, but have you considered how much employee satisfaction does as well?

Estate Planning as an Added Benefit for Your Clients: Complete Financial Wellness for AdvisorsAs a financial advisor, you understand the importance of building strong relationships with your clients. You work hard to help them achieve their financial goals and provide guidance on investments, retirement planning, and more. But have you considered the added value that estate planning can bring to your relationship with clients?

GoodTrust Partners with National Benefit Partners to Empower Employee Financial WellnessGoodTrust, a leading provider of digital estate planning solutions, is proud to announce a strategic partnership with National Benefit Partners (NBP), an esteemed provider of employee benefit solutions. This collaboration aims to integrate GoodTrust's comprehensive estate planning services into NBP's extensive portfolio, offering unparalleled financial wellness benefits to employees nationwide.

Navigating Tax Day: The Role of Revocable Living Trusts in Your Financial StrategyAs Tax Day approaches, many of us are meticulously reviewing our finances, seeking ways to optimize our tax positions. In this annual review of our financial situations, the subject of estate planning often comes up, sparking curiosity about how it might impact our overall financial health. Revocable living trusts are a cornerstone of estate planning, and understanding their relationship with taxes is crucial for anyone looking to make informed decisions about their financial future.