Articles to help with estate planning
Review your estate planning checklist
This handy estate planning checklist form can provide thought-starters for tasks involved with planning your estate.
Questions about Social Security survivor benefits
Understanding eligibility and how to apply for survivor benefits.
Leaving money to a charity in your will
Including philanthropy in your estate plan requires asking yourself a few key questions.
When should I update my estate plan?
Marriage, death and divorce are definite times you should review your estate plan. Here are some others.
What is a will and why do you need one?
A will is a legal document that establishes who will receive your assets from your estate and can appoint guardianship of minors.
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Life insurance planning
Benefits of owning a life insurance policy to cover your final expenses
Final expense insurance (or burial insurance) can help relieve the burden of funeral planning. We'll explore details of guaranteed issue life insurance.
What determines the cost of life insurance?
Factors that affect life insurance premiums may have a large influence on the price.
Life insurance basics
Not all life insurance policies are the same. Find out more about what life insurance is, how it works, the different types and why they matter.
Articles to help plan your retirement
The basics of setting up and using a trust
There are many important things to consider when establishing a trust. This useful financial tool can help ensure that your assets are used to provide for your children.
How to help plan for healthcare in retirement
The average medical expenses in retirement are often greater than many people realize, but planning ahead can help mitigate the unexpected.
Calculate how long to pay off a Home Equity Line of Credit
You can also use different loan amounts or monthly payments to see how quickly the loan could be paid.
Financial planning and investing articles
Managing financial affairs for someone else
Learn how to assume a role as a financial caregiver and understand the legal implications involved.
Financial goals by age: a decade-by-decade approach
Help meet your financial goals and stay on track for retirement with these age-based saving tips.
What is the difference between a will and a trust?
Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.
The information in this article was obtained from various sources not associated with State Farm® (including State Farm Mutual Automobile Insurance Company and its subsidiaries and affiliates). While we believe it to be reliable and accurate, we do not warrant the accuracy or reliability of the information. State Farm is not responsible for, and does not endorse or approve, either implicitly or explicitly, the content of any third party sites that might be hyperlinked from this page. The information is not intended to replace manuals, instructions or information provided by a manufacturer or the advice of a qualified professional, or to affect coverage under any applicable insurance policy. These suggestions are not a complete list of every loss control measure. State Farm makes no guarantees of results from use of this information.