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Picture of a mother, child, and grandmother worry-free because they have a will.

4 min read

Estate planning

How to make a will in 7 steps

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 mother and her young child playfully touching their noses together.

5 min read

Estate planning

Do I need a trust?

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.

4 min read

Estate planning

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.