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Tag: power of attorney

Mapping out a plan for studying abroad
College Savings Insurance/Risk Management

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.

Going away to college? Consider a healthcare proxy
College Savings

Going away to college? Consider a healthcare proxy

Families need to be aware of certain legal documents, such as a healthcare proxy, that should be in place before a student leaves for college.

Create a checklist to stay ahead of emergencies
Estate and Wealth Transfer

Create a checklist to stay ahead of emergencies

Families can benefit from being prepared in case of an emergency or sudden loss by creating a short-term plan with a checklist of what needs to get done.

A financial plan can help LGBTQIA+ investors overcome challenges
Estate and Wealth Transfer

A financial plan can help LGBTQIA+ investors overcome challenges

Despite progress on marriage equality and workplace protections, some in the LGBTQIA+ community face challenges around finances and other legal issues.

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.

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

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