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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

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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Wills and estate planning

Considerations when leaving your life insurance policy to a charity

If you're thinking about leaving part of your estate to a charitable or nonprofit organization there are a few things you should mull over before making detailed arrangements.

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Wills and estate planning

Creating a will: What type is right for you?

Who knew there were so many types of wills? Make sure you understand the differences between them and what is recognized by your state to find the one that's best for you.

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Wills and estate planning

Differences between a will and a trust

A will or a trust will provide peace of mind for you and your loved ones. Understand the important differences between the two.

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Wills and estate planning

Do I need a will? 3 reasons why your answer should be a resounding "Yes"

When you consider the reasons a will is important, you may find that you need one more than you think.

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Wills and estate planning

Do-it-yourself will: Is it always a good choice?

Creating a will yourself is an option in the estate planning process, but there are times when you should consult a lawyer and get their expertise, especially if your affairs are complicated.

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Wills and estate planning

Donating to charity in your last will and testament

There are three ways to give to charity when you die: a fixed sum, a named item or a percentage of assets after beneficiaries have been taken care of.

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