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If you are just starting out on your estate planning journey, here are a few things you need to know about starting and managing your plan.

When creating or reviewing an estate plan, one thing people are encouraged to consider is the inclusion of a life insurance policy.

Many of our 2020 goals may have been derailed due to Covid-19. Estate planning is at least one thing we can have control over heading into 2021.

The holidays can provide the perfect time to get your affairs in order. It’s an opportunity to discuss what can be a sensitive subject with all the family present, but what is the best way to approach the conversation?

Using these pros and cons as a guide, you can meet with your estate planning team to determine your best course of action in planning your estate—to either use or avoid the probate process.

A properly structured estate plan will help to fulfill your specific goals and wishes for asset control and distribution during your lifetime and after your death.

The careful planning of an estate requires a great deal of expertise. If you surround yourself with a professional, supportive team as you begin the process, work through its many stages and adjust your plans over time, you assure yourself—and those you love—that the future will be secure for all.

You can easily draft your own will through one of two methods: type it yourself on a computer or typewriter, or create one through an online program. Although handwritten wills are permitted, creating a formal, typed document is less likely to cause trouble.

Consider what would happen if you were to suffer a catastrophic illness or become incapable of managing your own affairs.