Skip to main content
CFP Board LMAP Logo
Search Let's Make a Plan
Find a CFP® Professional
Please select a location from the dropdown.

By executing a search, I agree to Terms and Conditions for the Find a CFP® Professional Search

cancel
Powered By CFP Board
Topics A-Z

Estate Planning

Estate planning is the legal planning that helps you control who will inherit your money and property, and who can make medical and financial decisions on your behalf if you’re unable to do so yourself. Key documents include beneficiary designation forms, a will, health-care proxy, durable power of attorney, and sometimes, a trust.

Man and woman walking over bridge

The Biggest Estate Planning Mistake People Make

Estate planning benefits you and your family by ensuring that your affairs are in order. Learn why the biggest estate planning mistake is failing to plan for constant change.

Biggest Estate Planning Mistakes

Find a CFP® Professional

Please select a location from the dropdown.

By executing a search, I agree to Terms and Conditions for the Find a CFP® Professional Search

cancel
Powered By CFP Board