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.
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.
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.
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.
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.
Estate planning basics
Estate planning isn’t just about “maximizing the tax-free transfer of wealth,” it’s about protecting your family and the future you hope to help them build.
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.
To exercise your privacy choices,