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A collection of estate planning strategies and tips

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.

Articles to help with estate planning

What is a Will and Why Do You Need One?

What is a Will and Why Do You Need One?

Having a Will can give you peace of mind knowing your requests will be followed.

Types of Wills and Trusts for Estate Planning

Types of Wills and Trusts for Estate Planning

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.

What Does the Executor of a Will Do?

What Does the Executor of a Will Do?

When named the executor of a will there are many responsibilities to fulfill.

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.

How Are Genx and Millennials Saving for retirement?

How Are Genx and Millennials Saving for retirement?

You don’t have to save like your parents. If you’re decades away from post-work years, 4 new approaches can help you gain sought-after financial security.

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 have 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

Learn how your current stage of life and appetite for risk play an important role in determining the optimal investment strategy.

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.