Estate Management Checklist

Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for health care if you become unable to make medical decisions for yourself. …

Will Power

Only one-third of adults have an estate strategy document such as a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone.1 But a will is an instrument of power. Creating one gives you control over the distribution …