PODCAST: Estate-Planning Your Stuff with T. Eric Reich
What to do with the house, the vacation house and the china? We talk with a financial adviser who’s got some wise counsel. Also, who makes up the so-called Generation I?
What to do with the house, the vacation house and the china? We talk with a financial adviser who’s got some wise counsel. Also, who makes up the so-called Generation I?
The information provided on this website does not, and is not intended to, act as legal, financial or credit advice. See Lexington Lawâs editorial disclosure […]
Losing track of money might seem hard to imagine, but itâs actually not uncommon to forget about an old bank account or other source of money that is rightfully yours. It could be an account you opened a long time ago that, after one or two moves, became both out of sight and out of […]
The post Tips for Finding a Lost Bank Account appeared first on SoFi.
Irrevocable trusts open the door to important tax strategies, but they mean the loss of control of the assets held in the trust ⦠or do they? Todayâs irrevocable trusts can be designed with some flexibility in mind.
For many, a strategy for estate planning is a must-have at any stage in life. This ensures that your wishes on how to handle your wealth, health, and children are carried out after your demise or a medical emergency that leaves you incapacitated. Having the proper documents in place makes it easier, faster, and less […]
The post Important Estate Planning Documents to Know appeared first on SoFi.
Estate planning can be an overwhelming process, emotionally and mentally. The prices to work with a financial professional certainly donât help either. These days, itâs possible to find free templates and do-it-yourself kits online that make estate planning more affordable. … Continue reading →
The post How to Make a Will for Free appeared first on SmartAsset Blog.