Financial Resources for End-of-life Planning
When a loved one dies, settling finances can be a difficult process. Here’s what you need to do to ensure your retirement savings, investments, and other bank accounts are distributed how you wish.
Investment Accounts
Learn how to pre-plan how your financial investments are distributed when you die.
Banking and Assets
What happens to your bank accounts and credit cards when you pass? Here’s what you need to know.
Back to Planning Center
Related Posts
You asked, We listened!
Your My Life and Wishes plan has been enhanced! If you’ve previously assigned trusted family members, a trusted friend or an advisor to view certain sections of your My Life and Wishes account, you now have the option to give them editing capabilities!
In case of emergency, would your family know how to access your smart phone, computer or tablet?
Think about how much information you keep in your technology. It’s fantastic to know we have all this information at our fingertips, but it’s incredibly scary to realize that if something were to happen to you, all of this information would be lost unless access to it is shared with SOMEONE!
How Comfortable Are YOU With Security?
Everyone has a different level of comfort when it comes to storing his or her personal information. This is why My Life and Wishes has been designed to meet EVERYONE’S comfort level.
Infographic: Boomers Not Ready for End-of-Life
While 70% of men and women ages 40+ agree that everyone should have an end-of-life plan before the age of 60, few actually do (only 43%).