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home › Life Events & Financial Decisions › Health and Family Support › Wills and Estates

Wills and Estates

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Since as the saying goes,“you can’t take it with you,” people have always needed to make plans about how to transfer their assets after their deaths. Read the following sections for helpful advice on wills and estate planning.

Understanding Wills and Estates:

Importance of Estate Planning

Everyone who owns anything has an estate. This includes a home, cars, bank accounts, stocks, bonds, mutual funds, life insurance policies, retirement plans,... read more »

Planning for Estate Taxes

Estate taxes are imposed on transfers of assets from one person to another upon the donor’s death.... read more »

Write a Will Now

Write a will … sooner rather than later. Many people find it difficult to think of their “meager” (compared to, say, Bill Gates) assets as an estate.... read more »

Gifts and Inheritances

When planning gifts and inheritances, you need to know the rules and plan properly... read more »

Powers of Attorney

Consider drafting a durable power of attorney. Without one, it may be necessary for your family to seek court appointment as a guardian or conservator if you become incapacitated...read more »