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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

Estate planning checklist

Estate planning is necessary no matter what stage of life you're in. Here are four things to consider when creating an estate plan: life insurance, a master document, a will, and a living trust.

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Wills and estate planning

Estate planning for singles

As a single person you may wonder if you should consider an estate plan. Estate planning offers great benefits such as determining where your money or property will go upon your death and who has control over these decisions.

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Wills and estate planning

Filing form 712

Filing tax forms with the federal government can be tricky. To ensure all taxes are in order when a life insurance policy is paid out, it is essential to understand IRS Federal Form 712. In this article, we'll cover what exactly form 712 is, and the who, where and how of filing it.

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Wills and estate planning

Final expense insurance: Is it right for you?

Final expense insurance can protect your family from the burden of funeral, burial and even medical expenses.

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Wills and estate planning

Gifting your life insurance policy to charity


Naming a charity as beneficiary of your life insurance is an ideal way to help out the causes you care about most and leave a financial legacy to ensure their good work continues.

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Wills and estate planning

Helpful estate planning tips for newlywed seniors

As a senior adult planning a trip down the aisle, it's important to understand the value of creating an estate plan that ultimately fulfills your wishes and obligations. Tips for estate planning for newlywed seniors.

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Wills and estate planning

How to create a living will

You can create a living will yourself with the proper form or you can use an estate planning attorney.

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