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: power of attorney
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
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
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
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
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
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.