Estate planning actions to consider before year-end
As year-end approaches, there are several strategies for investors to consider as they review their tax and estate planning.
Tag: health-care proxy
Mapping out a plan for studying abroad
As more students consider studying abroad it is important to understand program requirements and map out a plan.
Packing for college should include legal documents
Families of college-bound students may want to prepare certain legal documents before their children go away to school.
Pandemic highlights need for legal documents
The pandemic highlights the importance of family communications and having legal documents in place.
LGBT couples may have to navigate unique planning considerations
The path to achieve many financial goals, such as estate planning, may present specific challenges for LGBT couples, particularly those who are not married.
Consider creating a checklist as students head off to college
Parents may consider creating a checklist for the financial considerations involved when students head off to college.
Why a college student needs a health-care proxy to unlock barriers for parents
Parents may face challenges trying to help their child in an emergency at college if they do not have a health-care proxy or power of attorney.