Posts Tagged ‘Will’
Estate Planning Lessons from Downton Abbey
A recent article from The Wall Street Journal offered “Money Lessons from Downton Abbey.” The popular British drama that takes place in the early 20th century recently ended its third season, but more important than providing entertainment, it can apparently offer valuable estate planning advice. While it is a period drama and work of fiction,…
Read MoreStudy Says Stories are Most Valued Inheritance
In a 2012 survey by the Allianz Life Insurance Company of North America, it was determined that family stories are more important to many than material inheritance. The American Legacies Pulse Study surveyed baby boomers (age 47-66) and elders (72+) and concluded that 86% of baby boomers and 74% of elders surveyed deemed their family’s…
Read MoreWriting Your Social Media #Will
While writing your will you may think about who will inherit your home, drive your car, or care for your pets. You may even worry about who will bear the burden of your debt. With so many things to concern yourself with you may not give a second thought to the afterlife of your social…
Read MoreDisinheriting Someone Isn't Always Easy
The desire to disinherit someone from a will isn’t always as negative as it sounds. While most times individuals are disinherited out of anger or pride, it isn’t unheard of to desire one person to receive more or less of an estate due to financial and personal need. However, there are certain rules and guidelines to take into consideration…
Read MoreDon’t Leave Your Legacy to Chance: Estate Planning For Lottery Winners
It seems pulled from the pages of a mystery story, but you may have heard it in the headlines recently. What happens if you win the lottery but die mysteriously shortly after? Urooj Khan may have gotten lucky when he hit the jackpot for $1 million in the Illinois Lottery, but shortly after things took…
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