You want to cover final expenses like funeral costs so your loved ones don’t have to. You want to leave an inheritance and avoid having it go through your estate. You want to build an investment to help cover expenses while you’re still alive. Universal life insurance Universal life insu...
Nov 27, 2024|Rebecca Christie Despite initial fears that the art market would limp out of the global pandemic, the disruption it c… Read More Autumn Budget 2024: Key takeaways Oct 30, 2024|Helena Luckhurst Today’s Budget will have a far reaching impact for our clients; as always there ...
Modern life insurance policies have seen a monumental improvement in how payouts can be delivered to the policy's beneficiaries, said Bernstein. These include an installment-payout option, orannuityoption, in which the proceeds and accumulated interest are paid out regularly over the life of the b...
Even if you have what's known as arevocable living trustinto which you can put the bulk of your assets, you still need what's known as apour-over will. In addition to letting you name a guardian for your children, a pour-over will ensures that all the assets you intended to put in...
A new college graduate has a job with Aerospace Company. She plans to borrow $25,000 now to help in buying a car, renting an apartment and furnishing her apartment. She has arranged to repay the entire principal plus 7% per year interest after 3 years. Ca ...
Needless to say, there never was a family fortune or an inheritance that needed to be ferreted out of the country. Variations on the Nigerian Scam involve other huge sums of money, such as an international lottery. Victims are informed through email that they have recently won a substantial ...
Estate Tax and Irrevocable Trusts If you don't have an irrevocable trust, the assets that pass to your heirs are included in your estate, though the IRS allows a few asset types to be excluded from the estate. As of the time of publication, the IRS excludes $5.43 million of your covere...