Financial Checklist for Widows
This handy financial checklist can help widows and widowers determine which tasks to tackle first when losing their loved ones.
10 Steps to Writing a Will That Works for You and Your Heirs
If you have children or grandchildren you can start providing them with a little something for their future by drafting your last will & testament today.
10 Steps to Resolving Finances After a Family Death
Unraveling the financial details of someone who's deceased can be a long and difficult road. Reduce your frustration by following these 10 steps.
Last Wishes & Instructions to Family
A post-mortem letter is not meant to replace a Will and is not a legal document, but it can provide a family with instructions during a very emotional time. This advanced planning and consideration is a gift that you can provide your family as to your last wishes and to help alleviate any stress on next steps.
Do You Know Who Your Beneficiaries Are?
Laying the Framework for Your Estate Plan
Personalizing Your Estate Plan with Letters of Intent
Life Cycle of Estate Planning
