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How Far Along Is Your Estate Plan? A Step-by-Step Estate Planning ChecklistEstate planning can feel like one enormous task. In reality, it’s a series of smaller decisions: deciding what you want, putting those wishes in writing, making your documents official, organizing important information, talking to the people involved, and keeping everything up to date.
What to Say to the People in Your Estate PlanChoosing an executor, trustee, healthcare agent, financial agent, or guardian is a big decision. But before you put their name in your estate plan, there’s another person who should have a say in that decision: them.
How to Choose the Right People for Your Estate PlanCreating an estate plan is a little like casting a play. There are different roles to fill, each comes with different responsibilities, and the person who is perfect for one part may not be right for another.
Planning vs. Paying: What to Know About Preparing for Your Funeral in AdvancePlanning your own funeral can mean very different things.
What Does Aging Well Look Like to You?September is Healthy Aging Month, a good time to think about what it really means to age well.
5 Estate Planning Conversations to Have With Your Parents While Everyone Is HealthyTalking to your parents about estate planning can feel a little awkward. No one particularly wants to sit down over Sunday lunch and ask, “So, what happens when you die?”
What Happens to Your House When You Die?For many Americans, a home is the most valuable asset they own. It may also be the asset with the most emotional weight attached to it. It’s where your family has gathered for decades, where your children grew up, the accomplishment you’re proud to finally have paid off.
Funeral Planning Made Simple: 3 Steps to Get StartedYou created an estate plan because you care about what happens to the people you love.
Your Child Is 18 and Heading to College. Can You Still Help in an Emergency?The dorm supplies are purchased. The tuition bill is paid. The meal plan is chosen. You've talked about classes, roommates, staying safe, and maybe even how often they're expected to call home.
It’s Make-A-Will Month. Here Are 8 Reasons Why You Need OneAugust is Make-A-Will Month. And guess what! If you don’t own a home, have kids, or have a lot of money - you still need a will. That’s right. One of the biggest misconceptions about estate planning is people don't think they have enough assets. In fact 40% of Americans believe they simply don’t make enough money to justify creating one.
Do You Know How Your Funeral Will Be Paid For?When people think about estate planning, they often think about what happens to their money, home, and belongings after they're gone. They create a will, name beneficiaries, or put together an advance healthcare directive to make things easier for their loved ones.
When Was the Last Time You Reviewed Your Beneficiary Designations?Most people think updating their estate plan means revising their will or trust.