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Tag: health-care proxy

Packing for college should include legal documents
College Savings

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
Estate and Wealth Transfer

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
Estate and Wealth Transfer

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
College Savings

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
Insurance/Risk Management

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.

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The views and opinions expressed are those of the fund manager above, are subject to change with market conditions, and are not meant as investment advice.

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In the United States, mutual funds are distributed by Putnam Retail Management.

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