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Estate Planning

Whether your means are modest or major, everyone needs an estate plan. Here's a wealth of information on how to build yours.

Who gets what? Update your account beneficiaries

Why take chances? Update the beneficiaries on your accounts to avoid unintentionally disinheriting a loved one.

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Add your digital life to your estate plan

Protect your digital account information to help loved ones easily manage your estate when it becomes necessary.

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Expert Advice: Managing an inheritance

Five things to do before you spend even one penny of an inheritance.

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Why you need a will

A will makes it easier for your loved ones to distribute assets and property after your death. Are you prepared?

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Expert advice: Setting up an Irrevocable Trust

Here’s how to give a financial gift, yet still control how the money is spent.

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