Learn the essentials of estate planning and use this step-by-step guide to establish your legacy for you and your loved ones.

Divorcing later in life? Learn the 4 critical financial steps to protect your assets, minimize tax liabilities, and avoid costly mistakes during and after divorce.

Perhaps the most confusing element in a financial plan is the estate plan. From the complex legal documents to the challenges of maximizing the legacy left to your heirs, it can be hard for many people to fully wrap their heads around what’s needed in their estate plan.

When creating or reviewing an estate plan, reviewing beneficiary designations on retirement plans or life insurance policies may not be given the weight it deserves. The assumption is that a will or trust is enough to make sure your money goes where you want it to go when you pass.