Preparing for life's unexpected turns starts with a clear estate plan that protects your family and your legacy.

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 you age, you need to think about the disposition of your assets at your death and any tax implications. Review our summary of potential concepts and strategies you could utilize.