Why You Need to Ask Your Parents: "What's your estate plan?"

Why You Need to Ask Your Parents: "What's your estate plan?"

Many people have ‘something’ with regard to estate planning, but often what they have is not complete, not updated, or not sufficient. Children can play an important role by helping their parents get their affairs in order. Given that this could potentially be a tough conversation, here are some questions to get you started.

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6 Estate Planning Mistakes to Fix Now

6 Estate Planning Mistakes to Fix Now

Estate Planning is something we all need to do regardless of net worth or personal situation. Your loved ones bear the burden of your mistakes - whether that is high probate fees, delays in receiving their inheritance, or hurt feelings that can destroy relationships. Here are the most common mistakes and how to avoid them.

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Ask Linda: Is it safe to have all of my money at one Brokerage firm?

Ask Linda: Is it safe to have all of my money at one Brokerage firm?

I remember being told that I shouldn't keep more than $250,000 at one bank since that is the FDIC insurance limit. What about my money at a brokerage institution, such as Schwab, Vanguard, or Fidelity? Should I spread my money out across brokerage firms as well? Should I spread my money out across brokerage firms as well? How do I best keep my money safe?

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