Money & Policy

Estate Planning 101

A roundup of 16 helpful articles on estate planning

A recent Hearts & Wallets survey found that estate planning was particularly problematic for many Americans in their 50s and 60s. What’s more, of all the financial tasks the survey listed, estate planning was the only one that a higher percentage of pre-retirees and retirees said was harder in 2016 than in 2015.

To help make this tricky and complicated part of personal finances a little less so, Next Avenue has pulled together 16 articles on estate planning. Some can help nearly everyone; others are targeted towards particular types of people with special estate-planning concerns (women, single people, LGBT couples and more). The stories include advice on topics ranging from wills to trusts to beneficiary designations to passing down your digital legacy. We hope you’ll find them useful.

General Estate Planning

Americans’ Ostrich Approach to Estate Planning

The Big Estate Planning Goof You May Be Making

9 Steps to Getting Your Estate Plan in Order

Use This 14-Point Checklist to Review Your Estate Plan

6 Essential Estate Planning Steps for You and Your Parents

Simple Steps to Avoid Future Family Inheritance Rifts

Prince Made One of the 4 Big Estate Planning Mistakes

Wills and Trusts

Do You Really Need a Will?

5 Things People Forget to Include In Their Will

Why Your Will May Be Out of Date

Do You Need a Trust for Your Estate Plan?

Your Assets and Your Estate

How Your 401(k) Could Disinherit Your Kids

The Best Ways to Protect Your Digital Legacy

Estate Planning for Women, Singles and LGBT Couples

Estate Planning Advice for Women

Estate Planning Advice for Singles

Estate Planning Advice for LGBT Couples After the Supreme Court

RIchard Eisenberg, editor at Next Avenue wearing a suit jacket in front of a teal background.
By Richard Eisenberg
Richard Eisenberg is the Senior Web Editor of the Money & Security and Work & Purpose channels of Next Avenue and Managing Editor for the site. He is the author of How to Avoid a Mid-Life Financial Crisis and has been a personal finance editor at Money, Yahoo, Good Housekeeping, and CBS MoneyWatch. Follow him on Twitter.

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