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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

How to cope with death

The death of a friend or family member can be so overwhelming for those left behind that it can have a long-term impact on their physical, emotional and mental health.

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Wills and estate planning

Common types of trusts

Trusts don't have to be confusing. Read more to learn about common types of trusts and how they can fit into your financial plan.

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Woman sitting at desk with laptop and binder of papers
Wills and estate planning

How to build an "in case of death binder"

Death isn't a topic most people want to spend their free time thinking about. However, planning can help you do everything you can to ensure your loved ones are not left scrambling after you pass away.

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Three people at a cemetary attending a funeral dressed in black and each holding a rose.
Wills and estate planning

3 common considerations for funeral planning

A funeral planning checklist can help decrease the burden on those left behind.

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 Woman reflecting as she debates using her life insurance policy for terminal illness.
Wills and estate planning

3 ways to utilize your life insurance policy for terminal illness

If you or someone you love is facing a terminal illness or serious disability, the following are three things you may be able to do with your life insurance policy.

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Mother and her infant son smiling as they look at their laptop computer.
Wills and estate planning

8 (Human) reasons to plan your estate

Why should you have an estate plan? More than just avoiding probate or reducing taxes, there's the very human reasons listed in this article to benefit those you love.

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Wills and estate planning

A guide to funeral planning

Funeral planning in a time of grief can be difficult, so it is better to plan ahead.

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