Guides / Life Events
Planning Your Estate
A clear estate plan protects the people you care about and avoids leaving decisions to chance. Start with a guide below, or jump straight to a calculator.
Guides
- Estate Planning: How to Get Started Wills, trusts, and beneficiary designations, and where to begin. Includes FAQ.
- Postmortem Letter: How to Prepare It and What to Include One document that tells your family where everything is. Includes FAQ.
- Retirement Plan Distributions: When to Take Them Timing withdrawals to manage taxes and required minimums. Includes FAQ.
- Retirement Plan Distributions: How to Take Them Lump sum, periodic, or rollover: comparing your distribution options. Includes FAQ.
- Roth IRAs: How They Work and How to Use Them Contribution rules, tax treatment, and when a Roth makes sense. Includes FAQ.
Tool
What Is My Potential Estate Tax Liability? — estimate federal estate tax based on your current estate value.
Not sure where to start?
Estate planning is easier to put off than to actually plan. Talk it through with our team before you decide anything.
Schedule a ConsultationThis page is for general informational purposes only and is not tax, legal, financial, or investment advice. Consult a licensed professional before making decisions based on this information.