Checklist Estate-Planning Checklist: Must-Haves Before You Die April 29, 2022 5 Critical Estate-Planning Must-Haves Drawing upon Adviser Investments’ decades of experience, our comprehensive estate and legacy planning checklist includes a glossary of key terms and identifies five critical estate planning must-haves. Once completed, your final wishes will be honored and your family will be unburdened, with appropriate time to grieve instead of … Read Morekeyboard_arrow_right
Article Will Planning Checklist: What to Include in a Will April 26, 2022 A will is an opportunity to express your final wishes, support loved ones and continue your legacy after your death.Read Morekeyboard_arrow_right
Article How to Contest a Will: Grounds and Evidence Required April 19, 2022 The odds of successfully contesting a will are low; therefore, seeking professional advice is step one.Read Morekeyboard_arrow_right
Article Medical Power of Attorney: Overview and Preparations April 5, 2022 Maintaining a medical power of attorney helps ensure your health care wishes are followed if you become incapacitated. Learn more.Read Morekeyboard_arrow_right
Article Intestate Succession: What Is It and How Do You Avoid It? March 29, 2022 To expedite the distribution of your estate and increase your family’s financial security after your death, avoid intestate succession.Read Morekeyboard_arrow_right
Article Federal Gift Tax vs. California Inheritance Tax March 22, 2022 Taxes are already complicated. Add gift and inheritance taxes to the mix and it can leave you and your loved ones feeling overwhelmed.Read Morekeyboard_arrow_right
Article What Is a Living Trust and When Should You Consider One? March 15, 2022 Establishing a living trust helps increase financial security for times when you and your family are most vulnerable.Read Morekeyboard_arrow_right
Article An Overview of the Probate Process. Who Needs It and Why? March 8, 2022 Selecting the executor of your estate is a key step to ensure your estate planning wishes are fulfilled. To help you make an informed selection, here are factors to consider, including the individual’s character and their ability to fulfill the required roles and responsibilities.Read Morekeyboard_arrow_right
Article Primary Beneficiary: What Is It and Should You Name One? March 1, 2022 Selecting the executor of your estate is a key step to ensure your estate planning wishes are fulfilled. To help you make an informed selection, here are factors to consider, including the individual’s character and their ability to fulfill the required roles and responsibilities.Read Morekeyboard_arrow_right
Article Choosing the Executor of Your Estate: Roles and Responsibilities February 22, 2022 Selecting the executor of your estate is a key step to ensure your estate planning wishes are fulfilled. To help you make an informed selection, here are factors to consider, including the individual’s character and their ability to fulfill the required roles and responsibilities.Read Morekeyboard_arrow_right