LETTERS OF INSTRUCTION BENEFITS HEIRS…AND YOU
While most adults know they should have a will—though regrettably many don’t have them—few realize they should also have a companion document known as a letter of instruction. This letter can help organize their own finances, ease the stress for their surviving heirs at a difficult time, and ensure that none of their estate is “lost.”
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IMPORTANT TO READ IRA CUSTODIAL AGREEMENT
Reading the fine print of a custodial agreement for an individual retirement account is about as exciting as the idea of having blood drawn. You’re probably more focused on the IRA’s investment options or rolling your 401(k) plan account into the IRA without running afoul of tax rules. Those are worthy issues, to be sure, but don’t ignore that custodial agreement.
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INSURANCE FOR YOUNG ADULTS
You’ve recently graduated from high school or college, or just finished a brief stint in the military. For the first time, you’re truly on your own. Having adequate insurance coverage is undoubtedly not uppermost on your mind.
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PREPLANNING YOUR FUNERAL SAVES LOVED ONES STRESS AND MONEY
Planning our own funeral is a task few of us wish to tackle. Yet funerals can be a major expense for many families, and advance planning can save your estate money and your loved ones a lot of emotional stress.
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Other articles: [1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11] [12] [13] [14] [15] [16] [17] [18] [19] [20] [21] [22] [23] [24] [25] [26]
