Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners

KEY TAKEAWAYS Commitment alone may not give your partner legal protection. Without a plan, state law may decide who inherits your assets. Estate planning can protect more than what happens after death. Some accounts may not follow the instructions in your will or...

Do Not Let Your Money and Property Go to the State: Why You Need an Estate Plan

KEY TAKEAWAYS Without an estate plan, state law may make important decisions for you. Some of the people who matter most to you may not automatically inherit. Even an existing estate plan can leave unexpected gaps. Estate planning gives you choices state law does not....

Wondering Whether You Need to Update Your Estate Plan? You Do. Here Is Why.

KEY TAKEAWAYS An estate plan that worked years ago may not work for your life today. Family changes can affect more of your estate plan than you might realize. New property and financial assets can create unexpected planning gaps. The people you once chose for...

Where Is the Best Place to Store Your Original Estate Planning Documents

KEY TAKEAWAYS Accessibility matters as much as security when storing estate planning documents. Safe deposit boxes can create access problems. A home safe can provide secure, accessible storage. Professional storage may offer another secure option. Make sure someone...