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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

What is long-term care and should I consider long-term care insurance?

Assisted living. Retirement homes. Home health care. These topics can be difficult to discuss. But planning now with long-term care insurance is something to consider.

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Wills and estate planning

What is power of attorney?

When estate planning be sure to have a POA and appoint an agent to act on your behalf to manage your financial and legal affairs for a specified purpose and time.

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Wills and estate planning

What you need to know about medical power of attorney

A medical attorney-in-fact will make medical decisions on your behalf and carry out your healthcare wishes when you are unable to do so.

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A woman and two daughters huddled on a couch together staring into the distance.
Wills and estate planning

What you need to know about writing your own will

If you have limited assets, only one or two beneficiaries and no major tax issues, you may want to write your own will. If you are considering it, here are some tips.

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