So, to leave a legacy for your family and those philanthropic groups you support, you need a comprehensive estate plan—and you need to avoid making mistakes.
Consider these 13 estate-planning moves, which may be as simple as designating a different IRA beneficiary or as complex as setting up a trust.
Living trusts are private, changeable and efficient. Are they right for you?
Understanding estate administration makes it easier to honor the wishes of your deceased loved one.
Having proper documents in place before your summer break, you can enjoy your vacation with the confidence that your affairs are in order, allowing you to relax and recharge fully.
In standard estate plans, a surviving spouse often has no legal obligation to stepchildren.
Contemplating your death may not warrant a spot at the top of your priority list—but writing your will should.
Learn how early long-term care planning can help guide a smoother transition to assisted living.
By considering these aspects of funeral planning now, you can provide a final gift to your loved ones—a well-thought-out plan that eases their load during a difficult time.
Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you’re gone.
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