What are Biggest Blunders in Wealth Transfer?
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
Can I Claim Grandfather’s Unclaimed Insurance Policy?
Insurance claims can be made at any time, even years after the death of the policy holder.
Estate Planning Brings Peace of Mind
Estate planning is a key piece of a comprehensive retirement plan.
What Do I Do with Estate Plan after Divorce?
Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure that your estate planning is up to date.
How Can I Pass Wealth to My Children and Grandchildren?
Inherited assets come with benefits, along with some burdens
Should I Ask Mom and Pop about Their Finances?
There are now more than 70 million Baby Boomers in the U.S. However, millions of adult children may not be prepared to make important decisions about their parents’ future if necessary, because of a lack of knowledge about their parents’ finances.
What Should Small Business Owners Know about Estate Planning?
Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
Do You Understand Veterans’ Benefits?
It’s important to understand the VA benefits available to you before you separate or retire from military service.
What Happens to My Mortgage When I Die?
Understanding what happens to your debt when you die is an important part of estate planning—and you don’t have to be rich to have an estate. Everything you own and owe makes up your estate. For many people, that includes a house with a mortgage.
What is not Covered by a Will?
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
