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Estate and Legacy Planning

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

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Estate and Legacy Planning

Working with a Financial Advisor
5-Minute Article

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

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How to Prepare Financial Information for a Trusted Contact

A checklist for talking about your financial information with your adult children or other trusted contacts.

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Why You Should Begin Legacy Planning Now

Learn how to visualize important financial relationships as you begin to plan your legacy.

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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.

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

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

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Yes, You May 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.

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How to Start the Legacy Planning Talk with Your Family

Five topics to cover when discussing your estate plan with loved ones.

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4-Step Guide to 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.

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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.

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© 2022 Brighthouse Financial, Inc.

Brighthouse Financial® and its design are registered trademarks of Brighthouse Financial, Inc. and/or its affiliates. Brighthouse Financial and BHF are the trade names for Brighthouse Life Insurance Company, Brighthouse Life Insurance Company of NY, and New England Life Insurance Company.

Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, Brighthouse Life Insurance Company, Charlotte, NC 28277 and, in New York only, by Brighthouse Life Insurance Company of NY, New York, NY 10017 (“Brighthouse Financial”). Variable products are distributed by Brighthouse Securities, LLC (member FINRA). All are Brighthouse Financial affiliated companies.

In this material, the terms “advisor” and “financial advisor” are used as general references to licensed insurance professionals and are not intended to indicate whether the licensed insurance professional is a Registered Investment Advisor or is otherwise authorized under the law to provide financial advice.