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.

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.

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    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.