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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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 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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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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Wills and estate planning

Donating to charity in your last will and testament

There are three ways to give to charity when you die: a fixed sum, a named item or a percentage of assets after beneficiaries have been taken care of.

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Asian woman going on a jog on a fall day.
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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Senior aged couple staring off into the distance.
Wills and estate planning

Learn how to write a will with 3 examples

You know having a will is important in order to distribute your assets as you wish, but how do you start writing one? Refer to one of the websites listed below or use a skilled estate planning attorney.

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Woman rubbing forehead as she tries to find insurance policy information after the death of her loved one.
Wills and estate planning

Life insurance claims: Locating a life insurance policy after the death of a loved one

Even if your loved one didn’t leave their documents in order, you can begin tracking policies with information in this article.

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Wills and estate planning

Power of Attorney document: What does it do?

During the estate planning process, you will face many critical decisions that will impact the futures of your loved ones. A power of attorney helps to manage your affairs if you are unable to.

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