Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.

Estate planning is one of the most important things you will do during your lifetime. Making a plan in case you become incapacitated and preparing for your eventual death can help you to protect ...

This estate planning checklist includes the steps to take, including creating an inventory of your assets, deciding if you need an attorney, designating beneficiaries and more.

Estate planning means preparing for the inevitabilities of life. People get sick or hurt, and you need a plan in place to determine what kind of medical care you'll receive if this happens to you ...

Home Retirement Estate Planning Estate Planning Checklist: Five Tasks to Prioritize Doing these things now, while you’re still physically and mentally healthy, will make things considerably ...

After taking inventory of your possessions, including your home, vehicle, stocks, life insurance policies, etc., there are many steps you will need to take to protect these assets -- and yourself.

estate planning checklist Estate planning is about making sure that your loved ones are taken care of after you die and that your assets are distributed according to your wishes.

Estate planning can protect your legacy and make an emotional time easier for your loved ones.

For estate planning, take inventory, account for family needs, establish directives, review beneficiaries, note state tax laws, weigh getting help and reassess.

Estate planning goes beyond drafting a will. Use this pre-death checklist to account for your assets and ensure they are dispersed as you wish.

The beginning of the year is a great time to handle many estate planning tasks. Use this to-do list with clients to give their plans a review and update.