Estate Planning

Estate planning literally completes the financial planning process because it can help you manage and preserve your assets while you are alive, and ensure they are distributed according to your goals and objectives after your death. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs—which may range from a simple will to more sophisticated techniques, such as establishing a trust. To learn more about estate planning issues, we invite you to explore the wide range of articles, tools and calculators.