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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 are the benefits of using an estate planning attorney?

Some people may be best served by having an attorney who specializes in estate law to create an estate plan. Everyone's situation differs, and an attorney can help guide you through the options.

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Wills and estate planning

What happens to your estate if you die without a will?

Take the time now to create a will if you want to ensure the recipients of your assets. Otherwise, it can be up to the courts to determine how your assets will be distributed.

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Wills and estate planning

What is a living trust?

A living trust is similar to a last will and testament in the sense that you can direct how you want to distribute your assets. But there are a few key differences, understand them now.

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A senior adult couple smiling as they spend time together because they are secure in their future plans with a living will.
Wills and estate planning

What is a living will?

A living will allows you to specify healthcare directives, such as life support and organ donation, before you become incapacitated and cannot make the decisions later on.

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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 to do with an inheritance?

Receiving an inheritance can bring stress and uncertainty. Here are a few tips to help you stretch your inheritance.

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