Client Login 401(K) Login

The State of Your Estate

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are.

Estate planning may be important to individuals with a wide range of financial situations. In fact, it may be more important if you have a smaller estate because the final expenses will have a much greater impact on your estate. Wasting even a single asset may cause your loved ones to suffer from a lack of financial resources. Learn more in our The State of Your Estate white paper. Topics covered:

  • What is Estate Planning?
  • Who Needs Estate Planning?
  • The Estate Planning Process
  • Basic Estate Planning Strategies
  • Implementing Your Estate Plan