Each month we feature new articles and interactive features to help you research, think about, and consider your estate planning. Here’s what’s new in April:
Seeking More Income?
Sometimes investments just don’t cooperate. Maybe it’s the economy. . . or your stock picks. . . or simply low interest rates. It may be discouraging, especially if you need to stretch your dollars to maintain your way of life. We can help.
(Click on the title to read more.)
If Your Will Was Read Today... Would Your Intentions Be Clear and Up to Date?
If you died today, would you be comfortable knowing that you had accumulated and conserved your assets as you had planned? And would your will, the way you have planned to distribute those assets, do what you had intended?
(Click on the title to read more.)
How to Find an Attorney or Financial Planner
Attorneys and financial planners are often helpful individuals to consult for guidance in planning your estate. The right person(s) will need to have a grasp on finances, investments, tax planning and legal issues, and an understanding of the emotional challenges of planning for the distribution of your wealth.
(Click on the title to read more.)
Also New This Month in Our Professional Advisors Section. . .
"Free Insurance": Problems and Pitfalls in the Charitable Sector
Life insurance is a powerful and positive charitable tool -- but only if used properly in the right circumstances by a charitable organization that is prepared to screen, monitor and treat its insurance investments as it treats other investment assets.
(Click on the title to read more.)