Safe and shareable password storage is vital in today’s computerized world. The old solution–writing down passwords on paper set next to your keyboard–is not safe, not adequate and not shareable.
Thinking of exit and estate planning in tandem, allows owners to ask relevant questions to bring their entire picture into focus.
My father only designated my mom as an agent on power of attorney forms, and they have not been updated in many years. Where do you think we should go from here?
The need for accuracy in assumptions applies not only to income and assets, but also longevity. As Gen Xers recognize that they may live longer than their Silent (1925-1944) or Boomer (1945-1964) parents, the longevity assumption could be the key to success.
The fact is people’s names often change. People get married and divorced or sometimes just legally change their names.
They are thinkers, taking the same traits, habits and vision that make them effective in running a company, and applying those to the way they manage their investment portfolios.
Veterans benefits will see a cost-of-living bump this year, but how much?
For those who need healthcare or long-term care but lack the resources to pay for it, the United States government will provide this care for free.
Trusts have long been a tool for the ultra-wealthy to preserve wealth and pass it down through the generations. However, even those of more modest means may benefit from this powerful estate planning tool.
Chances are you have one or more charitable causes that you support on an annual basis. It is also likely that you have failed to make any provision for charity whatsoever on your death.
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