Charitably inclined? Pair a donor-advised fund with your estate plan
Your estate plan is the perfect place to make charitable gifts if you’re a charitably inclined individual. One vehicle to consider using is a donor-advised
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Your estate plan is the perfect place to make charitable gifts if you’re a charitably inclined individual. One vehicle to consider using is a donor-advised
Does your estate plan leave specific assets to specific family members? If so, you may want to reconsider your plan. While it may be tempting
Traditional estate planning strategies generally are based on the assumption that all family members involved are U.S. citizens. However, if you or your spouse is
If you’re the parent of a newborn, toddler or older child, you may be thinking about naming a guardian for him or her. This can
An advance health care directive allows you to communicate your preferences, in advance, for medical care in the event you become incapacitated. Often part of
In many respects, estate planning for single parents is similar to that of families with two parents. Parents want to provide for their children’s care
Over your lifetime, you’ve likely accumulated various tangible assets. These may include automobiles, personal property or art. It’s relatively easy to account for such assets
When a person considers an “estate plan,” he or she typically thinks of a will. And there’s a good reason: A well-crafted, up-to-date will is
There are many benefits of including a revocable trust in your estate plan. This trust type allows you to minimize probate expenses, keep your financial
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