Estate Planning Basics

Learn the essentials around planning and protecting the future for your family and loved ones.

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…

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How to Choose a Name for Your Trust

While most people name their living trust their and their spouse’s full names, you don’t have to. Find out about what factors to consider when naming…

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Who's the Next of Kin in Case of Inheritance?

The "next of kin" concept isn't complicated, but it does vary by state and also determines who inherits if you die without a will.

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What Is a Durable Power of Attorney?

When power of attorney is made durable, it remains intact if you cannot make decisions for yourself.

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What Is a Power of Attorney (POA)?

Power of attorney is essential in the event that you're incapacitated or not physically present to make decisions on your own behalf. Learn more in…

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Will vs. Trust: What's the Difference?

Understanding the difference between wills and trusts can help you ensure that you're making the best choice for your situation.

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Should Your Power of Attorney Be Updated?

Whether you're planning your estate or need someone to handle important financial or legal matters for you while you're away, a power of attorney is…

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How to Get Motivated: 6 Steps to a Good Will

People think of wills as the best way to pass along the assets they have gathered over a lifetime. But a will plays another role—it can be the best…

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How to Write a Will

Writing a will is one of the most important things you can do for yourself and for your loved ones, and it can be done in just minutes. Are you ready…

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How to Stress Test Your Estate Plan

Taking a few precautions can help protect your estate plan from challenges and can also help ensure your wishes are carried out after you pass away.

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