![A doctor talking to a patient in an exam room.](webp/articlehero_231976701ab5e.webp?h=089c183f&itok=RC4bWuzi)
3 min read
5 health care records that can help protect your finances
Assembling key health care records can help equip your loved ones with the estate planning tools they need to deal with stressful times.
![Picture of a mother, child, and grandmother worry-free because they have a will.](webp/articlehero_2947152500349.webp?h=089c183f&itok=5JAV6lcl)
4 min read
Create a will so your assets end up with the people and causes you care about most. We’ve broken down the process into 7 straightforward steps.
![Picture of a couple reviewing paper and digital financial documents.](webp/articlehero_digitizingfindocs_adobestock_4872253530923.webp?h=089c183f&itok=v8yLVvXr)
3 min read
Should you digitize your financial documents?
When it comes to securing your financial details, a mix of digital files and paper copies can help you boost document protection for important records.
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6 min read
6 things to do with your money before having a baby
Whether you’re a new parent or you’ve got a little one on the way, the time to plan for your family’s finances is now.
![Picture of a mother and her young child playfully touching their noses together.](webp/articlehero_needtrust_adobestock_415876868fa02.webp?h=089c183f&itok=jpXqjQzL)
5 min read
A few questions can help you decide if you need a trust as part of your estate plan.
![Picture of a father, child, and a grandfather who created generational wealth.](webp/articlehero_1844255915235.webp?h=089c183f&itok=SIrFie5E)
4 min read
How to build generational wealth
Building wealth, whatever it looks like, and leaving it to the people we love—it’s a goal many of us share. Here’s how to pass your financial legacy from one generation to the next.
![Photo of a couple that has decided they need a personal trust as part of their estate plan.](webp/articlehero_stock_226503050469c.webp?h=089c183f&itok=RnHfs6yr)
6 min read
Why you might need a trust in your estate plan
What’s a trust? How is it different than a will? Do you need one? Learn how this estate planning option can benefit you and your family—now and in the future.
![Photo of two family members.](webp/articlehero_4468731883ea6.webp?h=089c183f&itok=yWQo9TFS)
5 min read
What happens to my money when I die? 6 steps to estate planning
Not sure where to start with estate planning? Begin with a simple question: Who gets what when I die?
![Photo of a woman with a young child.](webp/articlehero_1171809072bf1c.webp?h=089c183f&itok=ffMZxyhJ)
3 min read
Leave a legacy you can be proud of: 5 considerations for choosing retirement beneficiaries
You work hard to build your retirement savings. Protect what you’ve built by making sure your savings go to the beneficiary you choose.
![Image of a woman who is getting her finances in order after the death of her spouse.](webp/articlehero_stock_16_1121_25_brief_13b1c.webp?h=089c183f&itok=EIj19PT2)
4 min read
Financial checklist: 13 things to do when your spouse dies
Working through this list can help you figure out what to do when your spouse dies.