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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

Inheritance tax vs estate tax

Even after we're gone, our loved ones may have to pay taxes on the hard-earned money we left them. Or do they? Learn about inheritance and estate taxes.

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Wills and estate planning

Helpful estate planning tips for newlywed seniors

As a senior adult planning a trip down the aisle, it's important to understand the value of creating an estate plan that ultimately fulfills your wishes and obligations.

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Wills and estate planning

Gifting your life insurance policy to charity


Naming a charity as beneficiary of your life insurance is an ideal way to help out the causes you care about most and leave a financial legacy to ensure their good work continues.

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A couple discussing the IRS federal form 712 while researching on the Internet.
Wills and estate planning

Filing form 712

To ensure all taxes are in order when a life insurance policy is paid out, it is essential to understand IRS Federal Form 712. In this article, we'll cover what exactly form 712 is, and the who, where and how of filing it.

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A senior adult couple resting after a bike ride and discussing their last will and testament plans.
Wills and estate planning

Estate planning basics: Updating your last will and testament

You basically have three choices when making changes to your Last Will and Testament: create a new will, make a codicil to your will, or simply alter your existing will.

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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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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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