Where Does It All Go? Legacy Planning Without Direct Descendants

KEY TAKEAWAYS Without children, deciding where your assets go takes on added importance. State inheritance laws may not reflect the legacy you envision. Your legacy can extend beyond family to the people and causes that matter most. Outdated beneficiary designations...

Considerations Before You Head South for the Winter

KEY TAKEAWAYS Where you call home can have consequences beyond your address. Your estate plan may not work exactly the same everywhere you live. Some important details are easy to overlook before heading south. Not every power of attorney works the same way. Living in...