Charitable Giving through Estate Planning
http://www.youtube.com/embed/l5nobXLR-Rc Everyone has his or her own idea of what creates the ideal legacy. For some, it’s all about providing handsomely for heirs but for others, it’s also about leaving…
What to Do When a Loved One Dies
http://www.youtube.com/embed/JmQPdvrlcHY Dealing with the death of a friend or loved one is never easy, but when you add in the complications of dealing with their property and accounts, it becomes…
Beneficiary mistake #6: Gifting away tax benefits
https://www.youtube.com/embed/MsHqG92jAvI Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
Beneficiary mistake #5: The empty estate
http://www.youtube.com/embed/eDeXDnnjm9c Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
Beneficiary mistake #4: Backup Beneficiaries
http://www.youtube.com/embed/yXImEW70uWg Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
Beneficiary mistake #3: Trust or Estate as IRA beneficiary
http://www.youtube.com/embed/b5Z0XbPsUZ4 Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
Beneficiary mistake #2: Minor or Spendthrift Children
http://www.youtube.com/embed/iMVvYHhSVSg Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
Beneficiary mistake #1: Misunderstanding Asset Distribution on Death
http://www.youtube.com/embed/eabE2HAFKJQ Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
