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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

Tasks an estate planning attorney can help with

Estate planning attorneys are helpful during the estate planning process and afterwards through the process of probate court. They understand the state and federal laws that will impact your estate.

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Wills and estate planning

The benefits of life insurance trust(s) in estate planning

Life insurance trusts are often created to reduce the size of a taxable estate. This helps ensure your heirs receive the cash rather than it being spent to pay estate taxes.

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Wills and estate planning

The best time to plan your estate is now

Estate planning may force you to think about life after you're gone, but it’s critically important for your loved ones. Start with this checklist.

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Wills and estate planning

Understanding beneficiary options in a life insurance policy

This article covers beneficiary options for your life insurance benefits, including how many beneficiaries you can name, different levels of beneficiaries and the importance of being specific.

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Wills and estate planning

Understanding probate and what it means

The probate process starts on the day you die and is the court-supervised verification of your will. All of your assets go to probate and the process can be lengthy.

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Wills and estate planning

Understanding survivorship life insurance in estate planning

Survivorship life insurance is commonly used to preserve your estate, ensure funds for a special needs child, establish a trust or as a benefit to charity.

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Wills and estate planning

Understanding what makes a life insurance trust

There are many benefits to a life insurance trust besides reducing estate taxes, including having more control over how the proceeds are paid out so your assets are distributed as you wish.

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