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Wills

Financial Planning

Creating your will: a guide for couples

Financial pros share tips for getting on the same page as your partner.

Creating your will: a guide for couples

Partner content

The power of a last will and testament: How your final wishes can make an impact

You can use bequests—possessions, sums of money and percentages of your estate—in creative ways to make a difference to...

The power of a last will and testament: How your final wishes can make an impact
executor of wills and estates executor duties

Financial Planning

“I’ve been named an executor. Where on earth do I start?!”

Executor duties can be overwhelming. Where do you start? Here's advice.

“I’ve been named an executor. Where on earth do I start?!”

Financial Planning

3 steps to choosing a legal guardian

A guide to one of the most difficult decisions you’ll make as a new parent

3 steps to choosing a legal guardian

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Financial Planning

Financial contracts with family

Angela and her husband are buying out their in-laws’ home

Financial contracts with family

Financial Planning

What to do with a sudden inheritance

Diego just received a windfall. So why is he so miserable?

What to do with a sudden inheritance

Financial Planning

What the new right-to-die legislation means for POAs

All advisors should be talking to their clients about their end of life wishes, even though legislation is in...

What the new right-to-die legislation means for POAs

Financial Planning

What happens to your will when you remarry

New marriages kibosh prior wills, unless a clause states otherwise

What happens to your will when you remarry

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Financial Planning

The world’s oddest wills

Four of the most bizarre bequests

The world’s oddest wills

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