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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

Durable power of attorney: Who to choose?

If you were to become ill or incapacitated, a durable power of attorney tasks someone to make the difficult decisions about your medical care for you.

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Wills and estate planning

Essential estate planning documents

Preparing for estate planning helps you to avoid any delays or confusion by having crucial documents such as your will and power of attorney at hand.

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Wills and estate planning

Estate planning basics: Leaving a gift of charity after you're gone

Learn about the different ways you can leave a meaningful gift to a charity or other non-profit organization in your last will and testament, ensuring their good work will continue long after you're gone.

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Wills and estate planning

Estate planning basics: Planning ahead for long-term needs

Comprehensive estate planning may consist of a team of professionals such as specialized attorneys and a financial planner to help you with many estate planning and long-term care concerns.

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Wills and estate planning

Estate planning basics: The importance of updating your beneficiaries

It is important to keep beneficiary designations updated. A variety of life changes may impact who you need to have as your beneficiary.

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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

Estate planning basics: What are the benefits?

Don't let the term 'estate planning' fool you. You don't have to be wealthy to need a plan. If you have assets and you want to control where they go when you pass on, you need an estate plan.

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