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    Estate Planning

    Toolkit Checklist for Estate Planning, which includes a list of tools to consider in the process and terms to know. Some examples include wills, power of attorney, beneficiary, trustee, principal, and more
    Published on October 26, 2005

    Estate Planning Checklist for Parents

    Checklist Checklist for Estate Planning for Parents, which includes a list of tools to consider in the process and terms to know. Some examples include wills, power of attorney, beneficiary, trustee, principal, and more...
    Published on April 26, 2013

    Estate Planning Checklist

    Checklist Checklist for Estate Planning, which includes a list of tools to consider in the process and terms to know. Some examples include wills, power of attorney, beneficiary, trustee, principal, and more
    Published on October 31, 2005

    In Crisis End of Life

    Article ...Presentation Outline Estate Planning Checklist Power of Attorney Wills Social Security Survivors Benefits
    Published on July 27, 2011

    Financial Literacy for Parenthood

    Overview Life cycle financial literacy resources for parenthood, including information on child care, making college a reality, estate planning, and a mobilization toolkit
    Published on January 28, 2011

    Protecting Yourself and Your Family with Life Insurance

    Toolkit ...financial plan should provide a source of income for your spouse and dependents in the event of your untimely death. Life insurance fills this need and can also serve estate planning purposes, such as paying estate taxes
    Published on October 31, 2005

    Parents & Children Volunteer Mobilization Kit

    Article For some parents, talking to a child about money is almost as hard as broaching some of those other difficult subjects. But understanding what money is and how to manage it is a crucial life skill parents must pass on to their children. It’s never too ea
    Published on July 27, 2011

    Retirees Volunteer Mobilization Kit

    Article More than ever before, Americans need to take responsibility for saving for retirement. Whichever savings vehicles you choose—from 401 (k) plans to mutual funds to annuities—it’s never too early to begin preparing you for your Golden Years. Presentati
    Published on July 27, 2011

    Types of Volunteer Groups

    Overview All members of the Council, Boards, Committees, Subcommittees, Panels, Centers and Task Forces (hereinafter "volunteer groups")   Advisory Committees – A committee designated as an Advisory Committee is not responsible for policy-setting as are regular co
    Published on October 11, 2011

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