Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
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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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New Mexico Last Will and Testament
New Mexico laws affect how a last will protects your wishes. Find out how last wills are used in New Mexico, how to get a last will, how to change a last will, and more.
· 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 But you may not realize how out-of-date the rest of your estate plan is, and how it fails to address new issues you may face in mid-life and old age.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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Who Needs a Financial Power of Attorney?
Find out who can use a power of attorney, how it is useful, and more.
· 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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What Do I Need Besides a Living Trust?
A living trust is not enough. Adding simple documents in addition to your living trust will create a comprehensive estate plan to protect both you and your family. Find out more about which documents you may need and how to get them.
· 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
