Tag Archives: heirs

Why Your Heirs May Receive a Smaller Inheritance Than They Expect

Depending on the size of the estate and the nature of the accounts and property held by the estate, these expenses reduce the final amount available for heirs or beneficiaries.

Beneficiary Protection in Uncertain Times

Care Manager Beneficiary Planning

Part 1 in a 2-Part Series Children bless us. From the day you or your wife gives birth, you start planning for your children’s future. You wonder about their interests, occupation and future spouse. These issues concern families most of the time. What’s more, they emerge as even more important in uncertainty, such as with […]

Beneficiary Designations Part 2

Last week, we began a two-part series about designating beneficiaries for your life insurance policy. Click here to read that post. Here is part 2.  Protection against your creditors.