Wills and estate planning
Medical power of attorney
There might come a time when you need someone to carry out your healthcare wishes on your behalf. Having your preferences and plans documented can alleviate some of the burden.
Estate planning basics
Estate planning isn’t just about “maximizing the tax-free transfer of wealth,” it’s about protecting your family and the future you hope to help them build.
What to do when a parent dies and you are the executor
The days, weeks, months and even years after the death of a parent can be challenging, especially if your parent passed suddenly and you didn't have much time to prepare.
What to do after a loved one dies
Whether it's a spouse or parent, there is no easy way to handle the passing of a loved one.
What is a life insurance trust or ILIT trust?
Life insurance is one of the most important long-term financial planning tools you can consider.
Social Security widows benefits
Social Security can be a significant source of retirement income for many Americans and is calculated from what they earn when they are still working.
How to notify the Social Security Administration of a death
Upon the death of a loved one, there's always a lot on your mind. Unfortunately, part of that process involves technicalities that go beyond grieving and focus on paperwork.