September 30, 2021 •
Estate Planning A power of attorney is an important document. It is, nevertheless, frequently disregarded in estate planning. People usually concentrate their efforts on their wills and trusts, naming a power of attorney at the last minute.
Read MoreSeptember 23, 2021 •
Estate Planning Only about 35% of Americans have heard of 529 plans, according to the College Savings Plans Network. Of those, a mere one in four connect the plans with higher education savings.
Read MoreSeptember 13, 2021 •
Estate Planning The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
Read MoreAugust 9, 2021 •
Estate Planning Fearing that a romantic attachment in later life will lead to full-time caregiving, many couples are choosing commitment without sharing a home.
Read MoreJune 22, 2021 •
Estate Planning People tend to think of ‘529’ education-savings plans as an excellent way to save and invest tax-free for college or schooling costs, and they are.
Read MoreJune 15, 2021 •
Estate Planning Americans have been living through a ‘golden age’ of estate planning, but it’s coming to an end, says one consultant to ultra-high-net-worth families and family offices.
Read MoreMay 12, 2021 •
Estate Planning While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
Read MoreApril 7, 2021 •
Estate Planning Especially with the average U.S. household having $7,027 in revolving credit card debt and Americans owing a total of $416.1 billion in credit card debt, according to a recent Nerdwallet study, some Americans will have credit card debt for the rest of their lives. However, what happens to credit card debt when you die?
Read MoreMarch 23, 2021 •
Estate Planning Inheriting a residential property like a house marks the end of a life and the beginning of deciding what to do with the property and implementing that plan.
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