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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

Do-it-yourself will: Is it always a good choice?

Creating a will yourself is an option in the estate planning process, but there are times when you should consult a lawyer and get their expertise, especially if your affairs are complicated.

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Wills and estate planning

Donating to charity in your last will and testament

There are three ways to give to charity when you die: a fixed sum, a named item or a percentage of assets after beneficiaries have been taken care of.

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Wills and estate planning

Durable power of attorney: Who to choose?

If you were to become ill or incapacitated, a durable power of attorney tasks someone to make the difficult decisions about your medical care for you.

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Wills and estate planning

Essential estate planning documents

Preparing for estate planning helps you to avoid any delays or confusion by having crucial documents such as your will and power of attorney at hand.

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Wills and estate planning

Estate planning basics: Leaving a gift of charity after you're gone

Learn about the different ways you can leave a meaningful gift to a charity or other non-profit organization in your last will and testament, ensuring their good work will continue long after you're gone.

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Wills and estate planning

Estate planning basics: Planning ahead for long-term needs

Comprehensive estate planning may consist of a team of professionals such as specialized attorneys and a financial planner to help you with many estate planning and long-term care concerns.

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Wills and estate planning

Estate planning basics: The importance of updating your beneficiaries

It is important to keep beneficiary designations updated. A variety of life changes may impact who you need to have as your beneficiary.

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