Estate planning

Most everyone needs an estate plan—especially if you want to keep your estate out of probate, find ways to save on taxes, and help control how your assets are transferred to your loved ones upon your passing. Your estate plan should also include your family's financial and health care powers of attorney, living wills, and advanced health care directives.

Getting started

Estate planning is a vital part of your financial plan, giving you greater control, privacy, and security of your legacy.


Beyond the basics: Key choices

Beyond your basic will, consider an advance health care directive, a power of attorney for finances, and a health care proxy to fully round out your estate plan for you and your spouse or partner.


Advanced estate planning

Explore the special circumstances in estate planning that can uniquely benefit single people, LGBTQ+ individuals, and loved ones with special needs, and among others.


Trust strategies

Explore the different kinds of trusts that can help safeguard certain assets from probate, save on estate taxes, and help preserve your legacy to support your loved ones in the future.