Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
-
How to Get a Death Certificate
You may need a copy of your loved one's death certificate as you begin to wrap up their affairs. Here's what you need to know to take the necessary steps to finish handling your loved one's estate.
· 7 min read
-
Financial Planning: The Basics
Financial planning isn't just for the rich. It's for everyone, young and old, and the best time to get started is now, beginning with these basic financial planning tips.
· 5 min read
-
Estate Planning Do's and Don'ts
Getting your affairs in order for after you're gone doesn't have to be complicated.
· 4 min read
-
Estate Planning Checklist: How to Start Getting Your Affairs in Order
This estate planning checklist will help you understand and keep track of the important documents and decisions you'll need to consider to plan for the future.
· 8 min read
-
Estate Planning: 11 Things to Do Before You Die
With a bit of preparation, you can put your mind at ease now and save your loved ones trouble later. Learn 11 things to do before you die to help prepare your estate.
· 11 min read
-
7 Questions to Get Your Estate Plan Started
Getting started on an estate plan isn't as hard as you might think. Just answer these seven questions and you'll have made the major decisions you need to make.
· 3 min read
-
4 Essential Estate Planning Documents
Estate planning is about more than writing a will.
· 4 min read
-
Why Millennials Need an Estate Plan
No matter how young you are, there are plenty of good reasons to make a will and more.
· 4 min read
-
Why Empty Nesters Need a New Estate Plan
If you prepared a will when your kids were small, your top priority might have been naming a guardian to raise them. Now that the kids are grown and out of the house, they don't need a guardian anymore. But you may not realize how out-of-date the rest of your estate plan is, and how it fails to address new issues you may face in mid-life and old age.
· 3 min read
-
What You Need to Know About Estate Planning
Wills, trusts, and powers of attorney are all part of an estate plan. Find out why they're important and what happens if you don't have them.
· 3 min read
