Estate Planning Before You Travel: Why It's Critically Important Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s company. But
Why Everyone Needs to Keep Their Estate Plan UpdatedAs the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan
Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis HitsAs a parent, you are quite accustomed to managing your children's
What Is A Living Will?A living will, also called an advance healthcare directive, is a legal document that tells your loved ones and doctors how you would want your medical
Know what’s possible—and what’s not A great way to start educating yourself is by watching this training video by family financial and legal expert Ali Katz. This free, one-hour training clarifies
Debt After DeathWhen an individual dies, someone will handle his or her affairs, and this person is known as an executor. The executor can either be someone of the individual’s
01 | WHAT IS A LIVING WILLhow you would want decisions related to your medical care handled in the event you become incapacitated and are unable to make such decisions
TWO TYPES OF TRUSTSThere are two primary types of trusts — revocable living trusts and irrevocable trusts — and each one comes with different tax consequences.REVOCABLE LIVING TRUSTA revocable living