Build your knowledge

Assembling key health care records can help equip your loved ones with the estate planning tools they need to deal with stressful times. 

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.  

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.

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. 

A few questions can help you decide if you need a trust as part of your estate plan.

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.

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.

Not sure where to start with estate planning? Begin with a simple question: Who gets what when I die?

You work hard to build your retirement savings. Protect what you’ve built by making sure your savings go to the beneficiary you choose.

Working through this list can help you figure out what to do when your spouse dies.