Estate Planning icon

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.

What “will” you score on this quiz?

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.

Quiz me
Two women taking a selfie.
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
Lawyer discussing paperwork with couple
October 20, 2017

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

Creating your Estate Plan
Article
Couple at a table looking over paperwork
August 25, 2017

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

Creating your Estate Plan
Article
Financial Advisor Assisting Senior Woman
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
Couple grieving
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
July 18, 2017

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

Creating your Estate Plan
Article
personal-finance/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
Woman and man with child on his back
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
June 19, 2014

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

Creating your Estate Plan
Article