Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
-
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
-
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
-
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
-
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
-
Life Is Constantly Changing—So Should Your Estate Plan
No matter how old you are, how small or large your estate is, or how many family members you have, you need a plan in place for what's going to happen with your money and personal possessions after you die.
· 3 min read
-
Legal Documents Singles Need to Start Their Estate Plan
Even single people should have estate planning documents in place. Learn what types of documents are advisable and how each one can protect you.
· 4 min read
-
How Natural Disasters Stress the Need for Estate Planning
Being prepared for a natural disaster means having a well-stocked supply closet: extra toilet paper, clean water, batteries, and other necessities. But being prepared also means having an estate plan.
· 4 min read
-
How Divorce Affects Your Estate Plan
A final divorce decree settles the financial and legal issues between you and your ex, but it doesn't change your estate planning documents. Find out why it's important to revise your estate plan when you divorce.
· 4 min read
-
Having the Talk About Estate Planning with Your Aging (Not-so-Tech-Savvy) Parents
It's hard to find the right moment to talk to your aging parents about their finances and plans for the future. Here are some tips for getting the conversation started, and what to ask them.
· 4 min read
-
Fall Is the Time for a Fresh Start on Estate Planning
Fall is the perfect time to get started with, or to finish up, your estate planning. As your children grow, your plan should change so that you're prepared for the future. And your adult children need to start making estate plans of their own.
· 3 min read
