Casey Cohen started talking to his daughter about his estate plan when she was in elementary school. He and his wife wanted to normalize the conversation and ease any of their daughter's doubts. Cohen ...

What Is An Estate Plan? An estate plan outlines how your assets will be managed or distributed in case of your death or incapacity. It includes legal instructions on what you want done to your assets ...

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Whether clients choose to give specific sums to charities during life or at death, charitable giving allows individuals to fulfill their philanthropic goals on their own timelines and based upon their ...

Now is the time to plan for your loved ones. Life-altering changes happen in the blink of an eye, but preparing ahead protects your plans and wishes. To continue ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your ...

The steps Andrea and Lynn can take include discussing their wishes with trusted friends or family members, identifying someone who can safeguard important documents, completing estate and financial ...

Discover how integrating retirement products, such as retirement annuities, into your estate plan can ensure financial ...

Estate planning is the ultimate important but (seemingly) not urgent task. You’re not even going to be there when it becomes an urgent problem, so it’s very easy to put it off for another day, or ...

A clear estate plan isn’t about money alone — it’s about avoiding family conflict, legal chaos, and emotional stress when it ...

Chances are good you’ve never considered the need for a digital estate plan. But you’ve definitely experienced the aggravation of forgetting a password to a rarely used site, as well as the answer to ...