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Gain a working understanding of estate planning basics with our essential estate planning 101 overview.

What Estate Planning Really Is: An Essential Overview

This article explains under what specific circumstances you might need an estate plan and why the reasons you think you might not need one aren’t always true.

Who Needs an Estate Plan?

A how-to guide for talking to the people you love about what happens when you die.

Having Difficult Conversations About Estate Planning

TL/DR: The answer to when you should start estate planning is now, even if it’s just making a plan to make your plan. You do not have to have every detail figured out before you start; pausing and reflecting are expected parts of the process. Just be prepared to put some thought behind questions you've never had to think about before about your relationships, your legacy, and your values. The reasons for having an estate plan differs for everyone, but what doesn’t differ is the benefits that come from making a plan sooner rather than later.

Read this article to dive further into the specifics of when you should start estate planning.

The Best Time to Start Estate Planning Is Now

Get tips on dealing with your digital afterlife in your estate plan in this informative article about post-death social account reconciliation.

What Happens to Your Social Profiles When You Die?

A trusted financial advisor is a crucial part of estate planning. Turn to a professional to set up saving strategies with your beneficiaries in mind.

The Role of a Financial Advisor in Estate Planning

So much of estate planning is thinking through how you want things handled after you die, before you start actually making a documented plan. The idea of a financial power of attorney (FPoA) flips that a bit, because it’s about appointing someone to handle your affairs in case you become incapacitated and can’t make your own decisions. The process seems complex, but we’ll simplify it so you can make sense of the basics you need to know to include this important element in your estate plan.

Learn all about what power of attorney is in this article that breaks down the working definition of power of attorney and explains the different types.

What Is a Financial Power of Attorney?

With many things in life, when you make a mistake, you fix it, learn from it, and move on. With estate planning, though, your mistakes may not manifest until after you’re gone. No learning, no fixing, no moving on. These mistakes can have lasting effects for your loved ones—from simple to serious—so let’s take a look at how you can avoid the six most common estate planning errors.

Learn more about the most common estate planning mistakes and get tips for avoiding them.

What Are the Most Common Estate Planning Mistakes?

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What Estate Planning Really Is: An Essential Overview

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