Estate Planning

Advice and practical tips for developing and updating estate plans. Get information and expert advice on the legal documents that arrange for the distribution of assets at the time of a person's death.

Estate Planning Articles

  • How to Prepare a Letter of Last Instruction for End-of-Life Wishes

    A letter of instruction is an informal estate planning document that clearly communicates instructions and desires that are to be handled after a person dies. It guides surviving family members through personal, financial and funeral information.

  • Estate Tax Q and A for Family Caregivers

    Taxes are an important element to consider when engaging in estate planning. Discover the answers to 5 key estate tax questions.

  • Understanding Probate and Estate Administration

    When someone you love passes away, the last thing you want to think about is locating legal documents and handling financial matters. Use these steps to make the probate process as simple as possible.

  • Understanding Which Assets Must Go Through Probate

    Probate is the court-supervised process of inventorying all a decedent’s assets and distributing them to creditors and inheritors. However, not all property is subject to disposition by a will or the probate process.

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Estate Planning Questions

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