Planning your estate

A properly planned estate strategy gives you control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

 A man and his two young grandchildren pose for a photograph.

Do I need an estate strategy?

You may think that only people who are "wealthy" or have complicated family situations need an estate strategy, but that's not the case.

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When should I start?

We believe putting an estate strategy in place is an important part of your overall financial strategy, regardless of your age.

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How do I get started?

The idea of putting together an estate strategy may sound complicated, but it doesn't have to be. We can help you break the process into smaller pieces.

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Why should I name beneficiaries?

One of the easiest ways to make sure your assets go to the people you intend is to list them as beneficiaries.

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Should I consider setting up a trust?

There are numerous types of trusts – and reasons each type could make sense for you – depending on your financial and personal situation.

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What is probate?

Although states have slightly different rules, probate is the court process that ensures your wishes, as outlined in your will, are carried out.

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Should I worry about estate taxes?

No one really wants to think about paying taxes, but taking steps today may help reduce the amount of taxes you or your heirs may pay later.

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What conversations should I have with my family?

When family members know about your preferences, they will feel more comfortable making the right decisions for you when needed.

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