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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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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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Young African American female comforts grieving woman at support group.
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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Woman with clipboard comforts a grieving woman.
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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Man flipping through binder of paperwork.
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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