What To Know About Charitable Bequests - You can bequeath almost any asset you desire, whether that be to a charity or to various other beneficiaries. Plus, your options go well beyond financial assets such as cash, stocks and bonds. Real estate is a transferrable asset as well, and your properties …
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The Dangers of Procrastination
The Dangers of Procrastination - If you dither and procrastinate over creating even a straightforward will or simple trust, you put the future finances of your family and loved ones in jeopardy. You risk that the assets you have worked for a lifetime to accumulate or protect will not be distributed …
Top Trust Errors
Top Trust Errors - When you use a trust, you bypass probate, a lengthy legal process that validates your will, and you leave precise, legally binding instructions for how to distribute and potentially maintain your assets. Have a beneficiary with special needs who's ill equipped to manage the …
How To Store Your Will
How To Store Your Will - If you opt to keep your will at home, discreet hiding places probably come to mind. Some popular spots include the back of the toilet water tank (always taped in a waterproof bag!), the freezer, the pantry, on a bookshelf, under floorboards, in a closet or even buried (in a …
Tax and Finance Tips For Seniors
Tax and Finance Tips For Seniors - The first tip is to always question where you are planning to get your advice from when it comes to tax and finance tips for seniors. There are a lot of scams out there — from incompetent and so-called experts to downright crooked "professionals." Be …
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