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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

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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A retired couple lights sparklers by the lake at dusk.
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.

Read more
A man and woman review important documents together
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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A man and woman review important documents together
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.

Read more
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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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.

Read more
Father with his adult daughter as they discuss his decision of making his daughter his beneficiary.
Wills and estate planning

Choosing a life insurance beneficiary

You have options when choosing a beneficiary for your life insurance benefit - an individual, charity or estate - as long as there is an insurable interest.

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