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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.

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Think you know about estate planning? Take this quick quiz and see if you know the basics of what happens to your assets when you pass away. Then come back here and make yourself the beneficiary of more valuable info.

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Estate planning basics
January 24, 2020

Having a written plan in place helps ensure your wishes will be carried out and provides peace of mind.

Creating your Estate Plan
Article
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Basics of an irrevocable trust
October 4, 2018

Do you want to make a financial gift, yet maintain control of the assets? An irrevocable trust may help.

Creating your Estate Plan
Article
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Who gets what? Update your account beneficiaries
August 25, 2017

Update the beneficiaries on your accounts to avoid unintentionally disinheriting a loved one.

Creating your Estate Plan
Article
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Two ways to make a will
July 28, 2017

Everyone needs a will. Here’s how to choose between online DIY and getting help from a local attorney.

Creating your Estate Plan
Article
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What to do after a loved one dies
July 21, 2017

Settling a loved one’s affairs can be overwhelming. Here’s a step-by-step guide to help you through.

Managing an Estate
Article
Digital estate planning
Add your digital life to your estate plan
July 18, 2017

Protect your personal data in today’s digital world at all stages of life.

Creating your Estate Plan
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Expert Advice: Managing an inheritance
June 9, 2017

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

Managing an Estate
Article
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Why you need a will
June 19, 2014

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

Creating your Estate Plan
Article
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Expert advice: Setting up an Irrevocable Trust
June 19, 2014

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

Creating your Estate Plan
Article