An estate plan is a collection of documents that detail the way you want your assets and personal property to be transferred and distributed after you die. Creating an estate plan can feel easier once you understand what it is and how to gather the information you’ll need.

An estate plan can be helpful for most people who have assets (such as a car, home, home goods, bank accounts, and investments) and a family. It isn’t solely for older adults.

As we enter the second quarter of 2025, our Quarterly Perspectives dives deeper into a variety of current topics. Read on to learn more about creating a wealth purpose statement, donor-advised funds, Social Security and retirement age, market volatility, and more.