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A list of assets and an executor are just two of the things you need to help you create a will. 

A range of people, including current and former spouses and dependent children, may be eligible for Social Security benefits.

Building wealth, whatever that looks like, and leaving it to the people we love—it’s a goal many of us share. Here’s how to pass your financial legacy from one generation to the next.

You work hard to build your savings. Protect what you’ve built by making sure your savings go to the retirement beneficiary you choose.

Conversations with family about money can be difficult and emotional—but they're necessary. Here’s help for beginning (and continuing) talks about family finances.

Working through this list can help you figure out what to do when your spouse dies.

Have a lot on your mind post-divorce? We get it. This straightforward checklist of financial to-dos is designed to lead you to the next stage of your journey with confidence.

What’s a trust? Do you need a trust if you have a will? Learn how this estate planning option can benefit you and your family—now and in the future.

Want to do everything you can to take care of the people you care about? Then it’s time for both a will and an estate plan.

When you organize your estate planning documents, think beyond a will and life insurance.