How Long Should You Keep Important Documents?

In a society dominated by paperwork, the question of how long to hold on to important documents has been baffling for most people. We especially worry about documents of a financial or personally identifying nature. People who worry about losing something important sometimes hoard everything; others who worry about things like identity theft are too …

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Are Payable-On-Death Accounts Right For You?

Most people want to avoid their estate going through probate because their family will receive the inheritance faster, privately, and at a lower cost.  A payable-on-death account is a common way to keep bank and investment accounts out of probate. But is a payable-on-death account an appropriate solution for your needs? POD Accounts: The Nuts …

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How Does My Annuity Fit Into My Estate Plan?

Selecting the right type of annuity for yourself is no small feat. Of course, you’ve put in the research and planned with your financial advisors. But, you might still be wondering what happens to those annuity payments upon your death. In addition to their benefits as a financial tool for your goals, annuities can have …

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