Guide Special Report Managing Responsibilities Upon the Loss of a Loved One July 27, 2022 Mourning. Denial. Shock. Confusion. Anger. A loved one’s passing can be emotionally overwhelming—even before it comes to the responsibilities you may inherit at that time. We know from our personal and professional experience that grief can make even the simplest tasks difficult. Managing the affairs of someone who has passed can be … Read Morekeyboard_arrow_right
Article Estate Planning Resources in ONE Location May 3, 2022 Put your personal affairs in order using our comprehensive estate planning resources, including detailed checklists—organized in one location.Read Morekeyboard_arrow_right
Checklist Special Report Settling an Estate Checklist: 17 Critical Steps at a Difficult Time April 29, 2022 If the role of estate executor is in your future or you’re putting your affairs in order, then our Settling an Estate Checklist will guide you one task at a time. Drawing upon Adviser Investments’ decades of experience, our checklist includes a glossary of key terms and identifies 17 steps … Read Morekeyboard_arrow_right
Checklist Special Report 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 … 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