Lisa Caplan, director of Charles Stanley Direct Advice and Guidance at Raymond James Wealth Management, highlights the importance of keeping a Will up to date ...
Intestacy laws step in immediately when someone dies without clear instructions. These laws, which vary by state, decide who gets what from bank accounts, property, and personal items. It can lead to ...
Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...
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