Posts Tagged ‘living trust’


The Right Beneficiary

Icon Provided by Joseph Regenstein IV, CMFC on December 9, 2011

Who have you chosen to inherit your assets? It may be wise to review your choices. Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or annuity? You may be able to answer such a question quickly and easily. Or you may be saying, “You [...]

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Leaving a Legacy Plan

Icon Provided by Joseph Regenstein IV, CMFC on May 3, 2011

We will all leave this world sometime. Why leave unanswered questions with those we love? We all want to live a significant, successful life. Yet how many of us realize that our important, positive contributions can last long after we are gone? Two things are certain: death and taxes. Some of us grasp that reality [...]

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