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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 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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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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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 or entity - as long as there is an insurable interest.

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Senior adult couple dancing together while relieved part of their estate will be left to charity.
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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