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How To Manage a Will and Trust
Understanding Wills and Trusts in Estate Planning The Role of a Last Will and Testament “By definition, a Will accounts for a person’s wishes of …
What Are the Benefits of a Donor Advised Fund?
Understanding Donor-Advised Funds (DAFs) The Flexibility and Control of DAFs “Funded with cash or other assets, donor-advised funds give charitably minded investors control of when …
What Happens If You Don’t Name Beneficiaries?
The Importance of Naming Beneficiaries for Your Accounts Retirement Accounts and Beneficiary Designations “If you’ve had an IRA and a 401(k) for many years, you …
Do You Need Power of Attorney if You Have a Joint Account?
Understanding Power of Attorney and Joint Accounts The Role of Attorney-in-Fact in Power of Attorney “As you know, a power of attorney (POA) allows another …
Why Do You Need a Health Care Directive?
What is a Health Care Directive? “A health care directive is a legal document that lets you express your health care preferences and, if you …
What Is the Primary Purpose of a Credit Shelter Trust?
Understanding Credit Shelter Trusts for Estate Planning The Role of Credit Shelter Trusts in Reducing Estate Taxes “A credit shelter trust is used to help …
Estate Planning Meets Tax Planning
Maximizing Your Legacy with Tax-Smart Estate Planning Understanding Tax Implications for Different Assets “By being very selective about who receives which type of money—whether Traditional …
Elder Financial Abuse Increases With Social Isolation
The Impact of Social Isolation on Elder Financial Abuse “The unprecedented quarantines to protect against the spread of the novel coronavirus have made many seniors …
How Does Probate Work?
The Importance of Understanding Probate and Wills “There is a general understanding that every adult should have a last will and testament. However, for most …
Two Words Could Undo Your Entire Estate Plan
The Importance of Accurate Estate Planning “’Per stirpes’ vs. ‘per capita.’ Making the wrong choice could cause an estate planning disaster.” No one relishes the …