Viewpoints about Estate planning
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What’s probate—and how can you make it easier for your loved ones?
What happens to your money and property when you die? That depends on your estate plan and probate court. Learn what probate is and tips to help simplify the process.
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Why life insurance can be an important part of your estate plan
Because life insurance is such an important part of estate planning, we'll help you understand the importance of having a policy and outline how to choose a policy, when to consider purchasing, and the part it could play in your overall estate plan.
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Two financial checklists for women business owners
How focusing on female entrepreneurs can help financial professionals broaden and grow their practices.
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Why estate planning is important for everyone
Many people think estate planning is either just for wealthy people or it’s too upsetting. But just about everyone has something that will need to be passed on to someone. It can also help you gain peace of mind knowing you’ve helped protect your loved ones.
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What can you do with an inherited retirement account?
Inheriting a retirement account from an IRA owner or someone with a qualified retirement account comes with quite a few confusing rules to follow. Learn which rules apply to you, so you can make an informed decision about what to do with your inheritance.
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Who—or what—is a beneficiary?
Your life insurance policy and retirement plan have asked you to name a beneficiary—but what does that really mean? What happens if you don’t? Do you need beneficiaries for anything else? Although it’s critical to name beneficiaries, it’s pretty easy to do. We’ll explain the what, why, and how of beneficiaries to help you protect your loved ones and your assets.
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Everyone needs estate planning—and this checklist makes it easy
These manageable tasks can help you cut estate planning down to size.
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