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.
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.
Medical power of attorney
There might come a time when you need someone to carry out your healthcare wishes on your behalf. Having your preferences and plans documented can alleviate some of the burden.
What to do after a loved one dies
Whether it's a spouse or parent, there is no easy way to handle the passing of a loved one.
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.
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.
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.