Showing pages tagged "Wills-and-Estates":

Pro Rata vs. Per Stirpes Beneficiary Designations Defined
Revised: Feb. 9, 2021, 1:41 p.m.

Financial Priorities to Set After a Divorce - Certified Financial Planning Advice
Revised: March 16, 2022, 6:10 p.m.

Financial Planning And Why You Need an Estate Plan
Revised: March 22, 2022, 5:05 p.m.

A Certified Financial Planner Discusses What to Know About Selling A Highly Appreciated Home
Revised: March 28, 2022, 5:47 p.m.

A Certified Financial Planner's Estate Planning Tools That Make Life Easier
Revised: April 10, 2022, 4:39 p.m.

How to Get Your Affairs in Order at the End of Your Life
Revised: Oct. 26, 2022, 7:38 p.m.

What to Think About When Receiving an Inheritance
Revised: Nov. 5, 2022, 4:34 p.m.

Items You Shouldn’t Forget in Your Will
Revised: Nov. 18, 2022, 8:43 p.m.

What to Do With Your Wealth When You Die
Revised: Dec. 8, 2022, 6:50 p.m.

Why Having a Current Will is Essential
Revised: Dec. 13, 2022, 8:40 p.m.