Estate Planning

Proper estate planning is an important component of your financial plan, as it can help your loved ones avoid an expensive, time-consuming process after you pass away.

An estate plan can also help you:

  • Ensure the desired distribution of your assets.
  • Minimize taxes, expenses, and unnecessary delays.
  • Appoint guardians to care for your children.
  • Provide financial security for your family.
  • Make provisions in case you become incapacitated.

If you need help with estate planning these are three things to consider when getting started. 

more information on estate planning

  • checklist icon

    Estate planning checklist

    Use our 4-step checklist to get started with creating your estate plan.

  • person image

    Choosing an attorney

    Be sure to consult an experienced attorney, as estate laws vary by state.

  • tax calculator

    Understanding estate taxes

    Get tips on how to avoid estate taxes, which can eat away at the estate principal.