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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

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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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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Wills and estate planning

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.

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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

What is a life insurance trust or ILIT trust?

Life insurance is one of the most important long-term financial planning tools you can consider.

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Worried senior woman sitting on couch.
Wills and estate planning

Social Security widows benefits

Social Security can be a significant source of retirement income for many Americans and is calculated from what they earn when they are still working.

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 Woman reflecting as she debates using her life insurance policy for terminal illness.
Wills and estate planning

3 ways to utilize your life insurance policy for terminal illness

If you or someone you love is facing a terminal illness or serious disability, the following are three things you may be able to do with your life insurance policy.

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