Legacy & Estate Planning

Tips for Managing Aging Parents’ Finances

Tips for Managing Aging Parents’ Finances

If you wait too long to set up a plan to help manage your aging parents’ finances, you might encounter unnecessary problems down the line. Talking about money can be uncomfortable, especially when you are having the conversation with loved ones or...
The Journey: Mapping Life’s Financial Decisions

The Journey: Mapping Life’s Financial Decisions

Excerpts from a feature (“The Journey: Mapping Life’s Financial Decisions”) originally published in the Fall 2017 edition of the quarterly magazine Confident Money. (Digital Subscriptions to Confident Money are free.) If you want to talk...
Naming a Guardian for Minor Children in Your Will: How and Why

Naming a Guardian for Minor Children in Your Will: How and Why

How do you decide who should be your child’s guardian? As a parent, you likely find yourself quietly admiring your child’s latest triumph—riding a two-wheeler without training wheels, mastering tennis, crushing the spelling bee, the list is long. But do you...
Heirlooms: Your Guide to Legacy Planning

Heirlooms: Your Guide to Legacy Planning

Excerpts from “Heirlooms: Your Guide to Legacy Planning,” an interview with Personal Capital’s Senior Estate Planning Strategist Jason Largey, originally featured in the quarterly magazine Confident Money. (Digital Subscriptions to Confident...
5 Key Estate Planning Documents

5 Key Estate Planning Documents

Estate planning is a complex process, and we always recommend that people consult a professional estate planning attorney for help with their specific situation. However, to get you started on thinking about what you might need to include in your estate...
Have You Included Digital Assets in Your Estate Plan?

Have You Included Digital Assets in Your Estate Plan?

Failure to plan could mean some of your digital assets will be lost. Have you considered how much of your life is stored in digital accounts? Depending on your age, it’s possible that nearly every memory you have is electronic. For example, it’s not unusual...
9 Things You Need to Know About Creating a Will

9 Things You Need to Know About Creating a Will

August is National Make-a-Will Month. To honor this pillar of estate planning, Personal Capital will be releasing a series of articles to help you navigate the basics of creating a will. To read our National Make-a-Will Month primer from 2017, click here....
Have You Designated a Trustee for Your Estate?

Have You Designated a Trustee for Your Estate?

When people hear the term “estate planning,” many just tune out, assuming it’s something only the hyper-wealthy or elderly have to worry about. But it’s never too early to start estate planning, and it isn’t contingent on having a certain level of wealth or...
Have You Designated a Trustee for Your Estate?

Have You Designated a Trustee for Your Estate?

When people hear the term “estate planning,” many just tune out, assuming it’s something only the hyper-wealthy or elderly have to worry about. But it’s never too early to start estate planning, and it isn’t contingent on having a certain level of wealth or...
PITI & The 28% Rule

PITI & The 28% Rule

Perhaps the most important question to ask yourself when it comes to buying your home is: how does this purchase fit into my overall finances? Since buying a home is likely the largest purchase most of us will make, you need to consider several things when...


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