Estate Planning Basics

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

Estate planning in your 20s, 30s, and beyond
Think you're too young for estate planning? Find out about the kinds of estate planning documents you need, whether you're in your 20s or your 60s.
March 26, 2024 · 3 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.
March 26, 2024 · 4 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.
March 26, 2024 · 3 min read
Estate planning mistakes to avoid
Many people put off estate planning because the process seems intimidating, but planning your estate doesn't have to be difficult. Check out these common and easily avoidable mistakes before you get started.
March 26, 2024 · 2 min read
Life insurance in estate planning
Did you know that life insurance can be one of your most effective and flexible tools when it comes to estate planning? Read on for more information.
March 26, 2024 · 4 min read
4 lessons coronavirus can teach us about estate planning
Coronavirus has created a lot of fear. Taking charge of your estate plan can help you ease some of those worries.
March 26, 2024 · 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.
March 26, 2024 · 7 min read
How blended families are changing the estate planning rules
To avoid estate planning issues, families need to be open about the process, set up trusts, and designate trustees.
March 26, 2024 · 3 min read
Estate planning: A holiday checklist
As your family grows and changes, your estate plan should, too. Family holiday gatherings are a great time to ask these five important questions to guide your estate planning—or at least to get the conversation started.
March 26, 2024 · 3 min read
Estate planning for the modern family
Today's families come in many forms. Stepping back to consider who you want protected should tragedy occur can be tough. Whether you have a life partner, lifelong friend, or you're part of a husband-and-wife team with or without kids, a parent or grandparent to biological kids, adopted children, or stepkids, the family tree can have many branches. It's important to act now to help everyone you care about—including your pets.
March 26, 2024 · 2 min read