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Wills and estate planning

No matter how old you are, creating a will and estate planning are an important part of your financial picture. Use the content in this section to help you get started.
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Wills and estate planning

What to do when a parent dies and you are the executor

The days, weeks, months and even years after the death of a parent can be challenging, especially if your parent passed suddenly and you didn't have much time to prepare.

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Wills and estate planning

What to do after a loved one dies

Whether it's a spouse or parent, there is no easy way to handle the passing of a loved one.

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Wills and estate planning

What is a life insurance trust or ILIT trust?

Life insurance is one of the most important long-term financial planning tools you can consider.

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Wills and estate planning

Social Security widows benefits

Social Security can be a significant source of retirement income for many Americans and is calculated from what they earn when they are still working.

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Wills and estate planning

How to notify the Social Security Administration of a death

Upon the death of a loved one, there's always a lot on your mind. Unfortunately, part of that process involves technicalities that go beyond grieving and focus on paperwork.

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Wills and estate planning

How to cope with death

The death of a friend or family member can be so overwhelming for those left behind that it can have a long-term impact on their physical, emotional and mental health.

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Wills and estate planning

Common types of trusts

Trusts don't have to be confusing. Read more to learn about common types of trusts and how they can fit into your financial plan.

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