As year-end approaches, there are several strategies for investors to consider as they review their tax and estate planning.
Families of college-bound students may want to prepare certain legal documents before their children go away to school.
The path to achieve many financial goals, such as estate planning, may present specific challenges for LGBT couples, particularly those who are not married.
Parents may consider creating a checklist for the financial considerations involved when students head off to college.
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.