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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

How to build an "In Case of Death Binder"

Death isn't a topic most people want to spend their free time thinking about. However, planning can help you do everything you can to ensure your loved ones are not left scrambling after you pass away.

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Three people at a cemetary attending a funeral dressed in black and each holding a rose.
Wills and estate planning

3 common considerations for funeral planning

A funeral planning checklist can help decrease the burden on those left behind.

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 Woman reflecting as she debates using her life insurance policy for terminal illness.
Wills and estate planning

3 ways to utilize your life insurance policy for terminal illness

If you or someone you love is facing a terminal illness or serious disability, the following are three things you may be able to do with your life insurance policy.

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Wills and estate planning

8 (Human) reasons to plan your estate

Why should you have an estate plan? More than just avoiding probate or reducing taxes, there's the very human reasons listed in this article to benefit those you love.

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Wills and estate planning

A guide to funeral planning

Funeral planning in a time of grief can be difficult, so it is better to plan ahead.

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Wills and estate planning

A simple will or a complex will: Which do you need?

Read about examples of when a simple will or a complex will may be needed. Simple wills are an option when not leaving estate taxes for your loved ones.

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Blond, older woman on couch worrying about the cost of a funeral.
Wills and estate planning

Calculating the true cost of a funeral

This article outlines typical funeral costs to help you determine if your life insurance will cover your funeral expenses.

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