Wills

September 29, 2022

Think through how you would like your investments and other assets distributed to your heirs. Or explore other financial planning topics:

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Estate Planning

3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

Estate Planning

How Can You Stop Procrastinating and Create an Estate Plan?

Estate plans aren't just for the wealthy. So why do people tend to procrastinate making one?

Behavioral Finance

Which Trust May Be Right for You?

There are many advantages to having a trust in addition to a will, but is a trust right for you?

Trusts

We Asked Our Experts: Do You Need a Trust?

Wills may not make sense for all estate planning needs. Find out when you might want to consider a trust.

Financial Planning

Baby On the Way: Are You Ready for Your New Financial Reality?

A new baby means a whole new financial reality. Best to be prepared—starting before the baby comes.

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Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

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