Our mission is to assist you in funding your child's college education with guidance on Financial Aid, Funding, Qualified Accounts, and Tax Planning. Use this checklist to get started.
While dealing with the emotional toll of losing a loved one, you also face the burden of managing the intricacies of the deceased’s affairs. The Family Love Letter reduces confusion, stress, and conflict. Learn more.
Taking steps now to transfer your physical stock to electronic will take a considerable burden off of your executor. Not only that, if you are able to transfer your physical stock while you are alive, you may also be able to retitle said stock so that it avoids probate.