Any estate planning you do should align with your family's values. They were the guiding light I needed when I did our family ...

Consider supplementing your traditional legal documents with this essential road map to guide your loved ones through the ...

Regularly updating your financial and health care power of attorney documents ensures they reflect your current intentions ...

In estate planning, annuities provide a structured, predictable way of preserving and building wealth. When you purchase an annuity, you secure a guaranteed income stream for life or a set period.

What Is Estate Planning? Estate planning includes a “last will and testament” as well as key elements, such as power of attorney, trusts and medical directives (also known as a living will).

Estate planning doesn’t just revolve around signing a will and filing it away anymore. You need to ensure your wishes are ...

For estate planning, take inventory, account for family needs, establish directives, review beneficiaries, ... Estate Planning Checklist: A 7-Step Guide to Getting Your Affairs in Order.

A financial plan can help you direct how you organize your finances, from the small, short-term questions to the big, ...

Start planning early – The sooner you establish a solid estate plan, the better. Work with a qualified lawyer – Legal expertise ensures your documents are enforceable and comprehensive.

University of Delaware’s Estate Planning Guide No matter your specific assets or beneficiaries, everyone should have a plan for taking care of loved ones and preparing for the unexpected. The ...

Free Estate Planning Guide Request Form. Whatever your stage in life, it is a good idea to think about and plan for how your affairs will be handled.

Site visitors can first download a free estate planning guide and then watch a series of brief tutorial videos with instructions on getting started, selecting individuals to help manage end-of ...