Estate and Legacy Planning

Develop a plan that makes your wishes clear, takes care of your loved ones, and helps you leave a legacy.

All Categories

Retirement Planning

Retirement Lifestyle

Healthcare Planning for Retirement

Retirement Income Solutions

Estate and Legacy Planning

Working with a Financial Advisor

5-Minute Article

5 Ways to Protect Your Finances for the Next Generation and Beyond

Latest in Estate and Legacy Planning

1-Minute Video

Key Legacy Issues to Discuss with Your Advisor

Three steps you can take to help financially secure your family and protect your legacy.

6-Minute Article

9 Ways to Give Meaningful Money Gifts to Family

Thoughtful money-gifting ideas to family members, and how can these be helpful to them and fulfilling for you.

6-Minute Article

The Role Life Insurance Can Play in a Retirement Plan

With permanent life insurance, go beyond protecting your loved ones by adding the potential to build cash value.

5-Minute Article

5 Ways a Legacy Plan Can Protect Your Family’s Future | Brighthouse Financial

Millions of Americans don’t have a legacy plan. Learn why it’s important to put one in place.

2-Minute Article

How to Prepare Financial Information For A Trusted Contact

A checklist to talk about your financial information with your adult children or other trusted contacts.

2-Minute Article

How to Start the Legacy Planning Talk with Your Family

Talking about your legacy plan may be difficult, but the conversation can be simple. Here are five items to discuss.

3-Minute Article

Yes, You Need an Estate Plan, Even If You Don't Have An Estate

If you have assets, you have an “estate” – and you need a plan for it.

3-Minute Article

Navigating the Life Insurance Application Process

This step-by-step guide details what applicants can expect throughout the application process – and why each step is important.

2-Minute Article

The Differences Between Term and Permanent Life Insurance

Help protect what you've earned and ensure it lasts with life insurance. Find out if term or permanent life insurance suits your needs for more optimal financial security.

{{#article}} {{readTime}}-Minute Article {{/article}} {{#video}} {{readTime}}-Minute Video {{/video}} {{#graph}} {{titlePrefix}} Infographic {{/graph}} {{#quiz}} {{titlePrefix}} Quiz {{/quiz}} {{#panel}} {{titlePrefix}} {{/panel}} {{#podcast}} {{titlePrefix}} Podcast {{/podcast}} {{#house}} {{titlePrefix}} {{/house}} {{#guide}} {{titlePrefix}} {{/guide}}

{{#first}} {{/first}} {{tagTitle}} {{^last}} ,{{/last}}

{{#first}} {{/first}} {{tagTitle}}{{^last}},{{/last}}

{{#first}} {{/first}} {{tagTitle}}{{^last}},{{/last}}

{{#first}} {{/first}} {{tagTitle}}{{^last}},{{/last}}

Next Category

Working with a Financial Advisor

Take the next step in your retirement planning, and learn how to get the most out of your relationship with your financial advisor.

See All Working with a Financial Advisor

Learn about Brighthouse SmartCare®, life insurance that can do more than one thing

Managing the Financial Impact of Divorce or Loss of a Spouse

Brighthouse Financial has a storied history. View our milestones

Estate and Legacy Planning

5 Ways to Protect Your Finances for the Next Generation and Beyond

Key Legacy Issues to Discuss with Your Advisor

9 Ways to Give Meaningful Money Gifts to Family

The Role Life Insurance Can Play in a Retirement Plan

5 Ways a Legacy Plan Can Protect Your Family’s Future | Brighthouse Financial

How to Prepare Financial Information For A Trusted Contact

How to Start the Legacy Planning Talk with Your Family

Yes, You Need an Estate Plan, Even If You Don't Have An Estate

Navigating the Life Insurance Application Process

The Differences Between Term and Permanent Life Insurance

{{title}}

{{title}}

Working with a Financial Advisor