Estate Planning

 Downloadable Resources

Power of Attorney

Has someone “given you” power of attorney? You may be wondering what this means, what your responsibilities and obligations are, what you do not have the right to do, and how you can best fulfill this role.

Estate Planning

Having an estate plan in place helps ensure that your financial and family wishes are met after you pass away.

Learn more about financial planning on our Tools & Resources page.

The Record Keeper

Do you remember where you’ve stored the deed to your house or where your life insurance documents are? Do your loved ones have contact numbers for your financial planner, accountant or lawyer in case something happens to you? The Record Keeper provides the perfect place for storing essential information in one handy location.

Grandparent Scam Checklist

Before sending money to a relative or friend in trouble, here are some things to ask yourself to help determine if the person on the phone is a genuine relative or someone trying to steal your money.

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