Estate planning strategies and tips to help with your financial goals

Estate planning should be part of your financial plan regardless of your income. A bit of pre-planning might lead to greater control and security of your legacy.

Estate Planning Articles

What is a special needs trust?

What is a special needs trust?

Learn how a special needs trust could help address the lifelong financial needs of an loved one with special needs.

Preparing a living will & other choices for end-of-life care

Preparing a living will & other choices for end-of-life care

It's not the most pleasant task, but making your preferences known in a living will has to be done.

Wills and Trusts: an Estate-Planning Primer

Wills and Trusts: an Estate-Planning Primer

The differences between these common estate planning documents and their functions.

Life insurance planning

What Is Life Insurance

What Is Life Insurance

From how it works to how much you need, get your life insurance questions answered here.

How Does Life Insurance Work?

How Does Life Insurance Work?

Understanding how life insurance works can help you plan for the future of your family or your business.

How Much Life Insurance Do I Need?

How Much Life Insurance Do I Need?

From your income to your children’s future education, here’s what to consider when you buy life insurance.

Articles to help plan your retirement

Should I Consider an Annuity?

Should I Consider an Annuity?

Many people have questions about annuities. State Farm Agent Sammy Yim is here to help answer them.

3 Top Retirement Savings Excuses

3 Top Retirement Savings Excuses

And how you can work around them.

Cashing Out Your 401(k)

Cashing Out Your 401(k)

Considering a pre-retirement 401(k) withdrawal? Read this first to help decide.

Financial Planning and Investing Articles

What Is an Annuity

What Is an Annuity

If you have annuity questions, you’ve found the right place for some answers.

A Decade-by-Decade Approach to Financial Goals

A Decade-by-Decade Approach to Financial Goals

Help stay on track for retirement with these savings to-do's by age.

Figure Out Your Investing Risk Tolerance

Figure Out Your Investing Risk Tolerance

Figure out your risk tolerance profile based on the timing of your plans.

The information in this article was obtained from various sources not associated with State Farm®. While we believe it to be reliable and accurate, we do not warrant the accuracy or reliability of the information. These suggestions are not a complete list of every loss control measure. The information is not intended to replace manuals or instructions provided by the manufacturer or the advice of a qualified professional. Nor is it intended to effect coverage under our policy. State Farm makes no guarantees of results from use of this information.