Monthly Features

Q&A: Take a Closer Look at Your Financial Plans

When making a long-term life plan, it's important you know the fine details of your finances and estate. As you learn more about your assets, you eliminate future risk for loved ones inheriting your estate. Be sure to share your plans with the people you care about. Here are the questions—and answers—to preserve what you are planning on passing on. [More]

Find a Gift That Works for You

You've always answered the call to help others, and now that you want to extend that support through gifts of treasure, where do you start? It's easiest to begin with what you know—your overall goals. Use this checklist to match your wishes with the right charitable path for you. [More]

Should Estate Planning Be Called Life Planning?

Guess what! If you have belongings, you have an estate. And without a plan, your estate could be subject to what the courts decide in case anything happens to you. [More]

The Dangers of DIY Wills

Don't let your family lose money to legal fees, taxes and interest because of a do-it-yourself will. Learn a lesson from this real-life example of a DIY will gone wrong. [More]

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