When a loved one passes away, there are a myriad of decisions that need to be made. Some decisions require your immediate attention such as notifying family, making funeral arrangements and securing assets. Other decisions can be made a bit later such as taking care...
Individuals have the ability to designate beneficiaries directly on assets such as investments, annuities, insurance products, and registered plans. By choosing to handle assets in this manner, the proceeds of the assets go directly to the beneficiary (or...
When a loved one passes away, they typically leave behind an inheritance for their loved ones. The inheritance can have monetary or sentimental value, or a combination of both. Here is a list of the most common types of inherited assets: Qualified Plans Qualified...
Recent Comments