Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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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
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4 Essential Estate Planning Documents
Estate planning is about more than writing a will.
· 4 min read
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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
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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 But you may not realize how out-of-date the rest of your estate plan is, and how it fails to address new issues you may face in mid-life and old age.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
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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
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What You Can Learn About Estate Planning from Aretha Franklin
What's one thing you can do to reduce the odds of family squabbles after your death? Have an estate plan prepared to make clear your wishes regarding how your assets should be divided. If you skip this step, the state will decide for you.
· 4 min read
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Top 10 Reasons to Update Your Estate Planning Documents
Keeping your estate planning documents up to date is the best way to ensure your loved ones' financial well-being—and that your wishes are honored when the time comes.
· 9 min read
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The Financial Planning Process: Why and How to Include Estate Planning
Creating a solid personal financial plan involves more than just budgeting and saving money. It should also include some estate planning—starting with drawing up a will and going from there.
· 4 min read
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Proper Estate Planning Lets You Face the Coronavirus on Your Terms
Thinking about estate planning during the coronavirus pandemic? Read more about what documents are important during these difficult times.
· 6 min read
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New Year, New Will
One of the least discussed, but most important part of everyone's life is the creation and maintenance of a final will. In the New Year, people prefer to focus on the opportunities ahead, and a will is an opportunity to ensure their final arrangements will be made according to their wishes.
· 2 min read
