Wills

September 29, 2022

Think through how you would like your investments and other assets distributed to your heirs. Or explore other financial planning topics:

3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

How Can You Stop Procrastinating and Create an Estate Plan?

Estate plans aren't just for the wealthy. So why do people tend to procrastinate making one?

Which Trust May Be Right for You?

There are many advantages to having a trust in addition to a will, but is a trust right for you?

We Asked Our Experts: Do You Need a Trust?

Wills may not make sense for all estate planning needs. Find out when you might want to consider a trust.

Baby On the Way: Are You Ready for Your New Financial Reality?

A new baby means a whole new financial reality. Best to be prepared—starting before the baby comes.