Estate Planning
Should I Explore Qualified Longevity Annuity Contracts?
A QLAC is an annuity that you purchase with funds from an IRA, 401(k), or 403(b) account and that guarantees you will receive retirement income on a set schedule.
Read moreWhen Should I Include a Pour Over Will in My Estate Plan?
If you wish to maintain control during your lifetime over the assets you place in a trust, you may choose to establish a revocable, or "living" trust – most likely, along with a pour over will.
Read moreDon't Wait Until You're Sick to Create an Estate Plan
While financial planning has been at the top of many Americans’ minds, a vast majority of people have stalled in creating an estate plan.
Read moreWhere Medical Research May Fit Into Advance Planning
Thinking about taking part in medical research in the years to come may strike you as a rather unexpected part of long-term health care planning, yet it can be essential.
Read moreWhat to Know About Being a Health Care Proxy
When you assume the role of surrogate decision-maker, it is crucial to understand the patient's wishes and values.
Read moreLimited Power of Attorney in Estate Planning
Powers of attorney that only allow an agent to do certain things are commonly referred to as a limited power of attorney.
Read moreEstate Planning for Your Digital Legacy
Arranging what happens to your digital assets and information when you pass away has become an increasingly essential component of comprehensive estate planning.
Read moreAre Wills Public Record?: Estate Planning Q&A
Wills contain important information about who receives money, possessions, and property upon a person’s death. Who can view this information, and is it a public record? ...
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