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Getting Started: Your Will
At your death, a will serves as a road map telling your personal representative how to distribute your assets to other people or to a charitable organization. Without a will, you are powerless over how your assets are distributed. Instead, the laws of the state where your residence is, the state in which you spend most of your time, register to vote and hold your driver's license, determine how assets are divided. <<More>>
Define Your Dreams Through Your Will
We hope that you are not part of the nearly 25 percent of Americans age 65 and above that have not yet created wills. Failure to prepare can hurt yourself and your family, as well as organizations that are important to you. <<More>>
Give Your Will a New Look
If you haven't looked at your will in a few years, it may need to be updated. <<More>>
Good Things Happen When You Make a Will
If you have put off making your will or if you have an old will that's out of date, it's time to make some changes. If you want to make sure your family is provided for, hope to minimize taxes on your estate. <<More>>
Are You Ready for Unpredictable Change?
What would happen if you died tomorrow? Would your heirs be taken care of? Where would your assets go? Look into how making a current will provides for all these things and more. <<More>>
What You Can Accomplish Through Your Will
A will is not the only way available to you to transfer assets, but it's too important to be without. <<More>>
How to Take Control of Your Legacy
Are you looking for a way to benefit loved ones and maybe a favorite charitable organization, like us, after your death? Take a look at all the possible ways to leave your legacy through your will. <<More>>
Status Check: Which of These Life Changes Affect You?
Have you experienced changes in your life but not changed your will to reflect those changes? Find out more about circumstances that affect your will and what you may need or want to change. <<More>>
Your Guide to Gift and Estate Planning
Estate planning doesn't have to be a chore if you follow this easy and gradual plan. <<More>>
It Pays to Plan Ahead
If you worry about taxes, your estate and your heirs, estate planning strategies can soothe your soul. Read about some basics on how to get started and how to take care of yourself and your loved ones. <<More>>
Estate Planning: Who Will Inherit Your Assets?
Estate planning is the process of deciding how to best transfer your assets, during your lifetime as well as at death. Such planning is critical; without it you could lose a sizable portion of your estate to taxes. <<More>>
Sharing Your Estate Plans
Talking with loved ones about your estate planning documents relieves them of the burden of making decisions at what will be a trying time in their lives. <<More>>
Can Your Estate Solve These Challenges?
Careful estate and financial planning can help you solve the challenges of paying for your child's education, caring for your aging parents, securing your financial future and helping your grandchildren. <<More>>
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