estate planning
What Issues Should I Consider for My Aging Parents?
Supporting aging parents raises cash flow, estate, and tax questions. See where to start the conversation.
Free PDF downloadWhat Issues Should I Consider Before Closing the Estate?
Closing an estate involves more than a final distribution. See what executors should review before wrapping things up.
Free PDF downloadWhat Issues Should I Consider Before I Update My Estate Plan?
Life changes are the usual trigger for an estate plan update. See what to review before you make changes.
Free PDF downloadWhat Issues Should I Consider for My Child With Special Needs?
Planning for a child with special needs involves unique tools to protect eligibility for benefits. See what to consider.
Free PDF downloadA Guide to Common Types of Trusts
From revocable living trusts to SLATs, each trust type serves a different goal. See a plain-language comparison.
Free PDF downloadWhat Issues Should I Consider When Creating My Estate Plan?
Starting an estate plan from scratch raises a lot of questions. See where to begin.
Free PDF downloadThe Building Blocks of an Estate Plan
Wills, powers of attorney, and trusts each serve a different purpose. See how the core estate planning documents fit together.
Free PDF downloadWhat Issues Should I Consider if My Parent Passed Away?
There's a lot to manage after losing a parent. See the financial and estate steps worth prioritizing.
Free PDF downloadWhat Issues Should I Consider When Reviewing My Beneficiaries?
Beneficiary designations often override your will. See why a regular review matters.
Free PDF downloadWhat Issues Should I Consider When Reviewing My Estate Planning Documents?
Powers of attorney, wills, and trusts each need their own review. See what to check in each.
Free PDF downloadWhat Issues Should I Consider if My Spouse Passed Away?
The financial side of losing a spouse can wait, but not indefinitely. See what typically needs attention.
Free PDF downloadWhat Issues Should I Consider if My Spouse Has Been Diagnosed With a Terminal Illness?
A difficult diagnosis brings practical financial questions alongside the emotional ones. See what's worth reviewing.
Free PDF downloadProtecting Your Assets: Estate, Health, and Insurance
A Meridian panel on the documents, health coverage decisions, and policy limits that determine whether your assets reach the right people.
Free PDF download