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“I'm still a long-term optimist, there are definitely challenges out there now, but I feel good about where we're headed.”
Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.
The Wealthy Barber says it’s important to talk to your loved ones about your estate plan and where your important documents can be found.
Here are two handy checklists of questions to address and aspects to consider.
When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.
Options for planning ahead to create a charitable giving impact that lasts beyond your lifetime.
After losing her partner of 32 years, Lorraine was overwhelmed with grief. Then came the challenges of estate settlement and taking on the finances. Here’s how she found direction to get through it.
Author and investor David Chilton offers tips for dealing with market turbulence.
Find out how the digital shift may impact how you plan your estate, and tips for pre-planning your digital assets.
They are a tool—a quite flexible tool—that can help you to help the people you love.