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We have information to help with your estate planning goals

Articles from State Farm® to help you understand the differences between wills and trusts and why you need them.

Articles about wills and trusts

Leave a Home or Property to a Beneficiary

Leave a Home or Property to a Beneficiary

What are the implications of passing on property to heirs? We review how to leave real estate in a will and prepare for this transition.

Gifting to Grandchildren

Gifting to Grandchildren

Leaving a legacy can be complicated. We review the best way for grandparents to give money to grandchildren.

When Should I Update My Estate Plan

When Should I Update My Estate Plan

Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what’s included in this financial document.

Leaving Money to a Charity in Your Will

Leaving Money to a Charity in Your Will

Many people are devoted to a group or cause and want to leave them an endowment. Before leaving money to a charity in your will, ask these questions.

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.

Avoiding Probate

Avoiding Probate

Costs and delays can slow probate. Here are some ways to help save money and speed up the process.

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.

Review Your Estate Planning Checklist

Review Your Estate Planning Checklist

This handy estate planning checklist form can provide thought-starters for tasks involved with planning your estate.

Preparing a Living Will & End-of-Life Care Choices

Preparing a Living Will & End-of-Life Care Choices

Find out how preparing a living will can help make sure your wishes are honored if you are ever unable to speak for yourself.

Wills and Trusts: an Estate-Planning Primer

Wills and Trusts: an Estate-Planning Primer

Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.

Estate planning for individuals with special needs

Life Insurance to Help a Special Needs Child/Adult

Life Insurance to Help a Special Needs Child/Adult

From life insurance to a special needs trust, here’s what you need to know to keep your loved one financially secure.

Special Needs Guardianships

Special Needs Guardianships

Choosing a guardian is a significant choice, especially when a child has disabilities. We discuss the details of special needs guardianships.

Special Needs Financial Planning

Special Needs Financial Planning

We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.

Jobs & Care for a Special Needs Child or Adult

Jobs & Care for a Special Needs Child or Adult

There are a range of care options and programs for children and adults with disabilities — we offer insight into several options.

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 a loved one with special needs.

Building a Special Needs Plan

Building a Special Needs Plan

Setting up a special needs plan for a child or adult is critical. Consider a special needs lawyer to ensure protection and thoroughness of your plan.

Additional estate planning articles

What To Consider When Choosing a Beneficiary

What To Consider When Choosing a Beneficiary

What factors should you consider when choosing a beneficiary?

How to Talk About Money with Your Aging Parents

How to Talk About Money with Your Aging Parents

Many adults are faced with supporting parents through important life events. We discuss how to approach aging parents about finances.

Take Time to Create a Financial Emergency Plan

Take Time to Create a Financial Emergency Plan

It's hard to plan for the worst when times are good, but if a financial emergency strikes, you'll be happy you did.

Steps For a Personal Financial Plan

Steps For a Personal Financial Plan

A personal financial plan is important for your financial future. It's easy to start once you know these steps.

Save or Shred? When You Should Keep Financial Documents

Save or Shred? When You Should Keep Financial Documents

When it comes to tax and important documentation, knowing whether to keep it or shred it is important. We’ve compiled information to help you with this important task.

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.