Estate

Part of the Personal lane.

Topics in Estate

Wills & POA

  • How to Write a Simple Will Without a Lawyer
  • How to Set Up Power of Attorney for Finances
  • How to Choose an Executor and Tell Them
  • How to Set Up a Healthcare Directive
  • How to Update Your Will After a Major Life Change

Beneficiaries

  • How to Review Every Beneficiary Designation You Have
  • How to Name Beneficiaries on Retirement Accounts
  • How to Handle a Beneficiary Who Is a Minor
  • How to Update Beneficiaries After Divorce
  • How to Coordinate Beneficiaries Across All Your Accounts

Trusts

  • How to Know If You Actually Need a Living Trust
  • How to Choose Between Revocable and Irrevocable Trust
  • How to Set Up a Trust to Avoid Probate
  • How to Fund a Trust After You Create It
  • How to Pick a Trustee Who Won't Let You Down

Legacy

  • How to Leave Money to Charity in Your Estate
  • How to Create a Digital Estate for Passwords and Accounts
  • How to Prepare Your Kids to Inherit Money
  • How to Minimize Estate Taxes Over Your Lifetime
  • How to Document Your Estate Plan for the People Who Will Use It