Estate planning is the process of making arrangements for the management and distribution of a person's assets after they die or are no longer able to make financial decisions.

Find a comprehensive checklist, including create an inventory, create a will, plan for the needs of your family, and more.

Estate planning may feel like a task to be tackled later in life, but addressing it early can provide a sense of security and clarity.

When planning for the future, it's common to come across both a will and an estate plan.

Setting up a will might seem like something that only needs attention as your age progresses, but thinking about it earlier in life can be a helpful move.

A trust offers ways to manage and protect assets during life and after death.

Leaving a house to a loved one is a significant part of estate planning and can be a meaningful way to provide security for your heirs.

An estate plan should reflect your current circumstances and priorities.

Discussing your estate plans with loved ones can be a sensitive subject.

Estate planning discussions may bring up a range of emotions for those involved.

An estate executor plays a vital role in carrying out the wishes laid out in your will after you're gone.

End-of-life planning involves thinking about both emotional and financial aspects.

A Power of Attorney (POA) is a crucial legal tool that allows you to designate someone to make decisions on your behalf if you become unable to do so.

Selecting a Power of Attorney (POA) is an important decision in planning your estate.

A Medical Power of Attorney (MPOA) is a vital legal document that allows you to appoint someone to make healthcare decisions on your behalf if you are unable to do so yourself.

Selecting a Medical Power of Attorney (MPOA) is one of the most important steps you can take to ensure that your healthcare decisions are made according to your wishes, especially if you're unable to make them yourself.