Estate Planning
Learn why estate planning is important and how it works with our helpful guides and articles.
Nobody wants to think about, let alone plan for, the end of their life. However, it’s one of the most important things you can do. Without an estate plan in place, the burden will be left to your family, friends, and the government to figure out what comes next for your property. Building an estate plan means you get to have a say in where and to whom your property goes.
Despite its importance, only 34% of Americans actually have an estate plan, according to a Caring.com study. This may be because of the unpleasantness of planning for death, but it could also be due to the complexity of the process.
Fortunately, our detailed guides will outline the basics of the estate planning process. This includes will-drafting, annuities, trusts, and more. We’ll also explain how a financial advisor can be an invaluable resource as you build your plan.