“Trusts and Estates”

115 Search Results

115 Search Results

Joint Will: What Is a Mutual Will?

Joint Will: What Is a Mutual Will?

https://www.sofi.com/learn/content/joint-will/

…be the lack of flexibility. But for some people with relatively simple estates, this can seem like a positive. Pros of a joint will: •   Simplicity. It’s a one-and-done proposition!…


8 Popular Types of Life Insurance for Any Age

8 Popular Types of Life Insurance for Any Age

https://www.sofi.com/learn/content/types-of-life-insurance/

…in the area of finances, whole life can have another use. A policy can also be used to pay estate taxes for the wealthy. For individuals who have estates that…


4 Types of Wills Explained: Which One Is Right for You?

4 Types of Wills Explained: Which One Is Right for You?

https://www.sofi.com/learn/content/types-of-wills/

…tax benefits for recipients as other types of trusts. Weighing the pros and cons of different trust options can be helpful before settling on the best one for your situation….


Opening a Brokerage Account for Your Child

Opening a Brokerage Account for Your Child

https://www.sofi.com/learn/content/can-i-open-a-brokerage-account-for-my-child/

…where you open a brokerage account, you might be able to trade: •   Stocks •   Mutual funds •   Exchange-traded funds (ETFs) •   Real estate investment trusts (REITs) •   Bonds •  …


Rebuilding Trust in a Marriage After Financial Infidelity

Rebuilding Trust in a Marriage After Financial Infidelity

https://www.sofi.com/learn/content/financial-infidelity-rebuilding-trust/

…problem with severe detriment to the relationship. For example, one spouse may offer to take care of the bills and the finances, and the other spouse trusts them to be…


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