Colleen Carcone | Source | Director, Wealth Planning Strategies at TIAA
Colleen Carcone
Colleen serves as a Director of Wealth Planning Strategies for TIAA, where she provides comprehensive wealth transfer, estate and tax planning services for clients with the most complex needs.
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TIAA
Director, Wealth Planning Strategies
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4 Things You Must Do When Your Savings Reaches $10K, $20K and Beyond
Instead of splurging on a vacation, follow these steps.
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MarketWatch: Should you be ‘fair’ with the inheritance you leave to your kids?
Parents who leave their children unequal inheritances risk fueling family feuds.
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Last will: Should you give your kids an equal inheritance?
Parents who leave their children unequal inheritances risk fueling family feuds. But strictly equal bequests also can cause resentment.
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I have in my safe deposit box a copy of all of my estate planning documents. And on top of that that stack of paper, I have one list that has the location of all my accounts, my account numbers and the contact person with each individual institution. If something happens to me, my sister knows from this piece of paper that she needs to call my advisor Sue at TIAA and she can help her with all of those transitions.
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Make sure that they understand why you did what you did. Nobody wants to leave a legacy of family disharmony.