Saturday | August 29, 2020
We hope you have enjoyed learning more about estate planning through our video series. This week we are excited to release Part IV. This video will help you understand how Joint Ownership and Beneficiary Designations might be used as part of an overall estate plan.
If you have missed any of the videos in this series, please visit our video library to catch up!
Our representatives would be happy to talk with you about any of the concepts in our videos or other estate planning issues. Click below to contact your regional representative.
FINANCES
SAVVY LIVING
An Executor’s Guide to Settling A Loved One’s Estate
My aunt recently asked me to be the executor of her will when she passes away. I am flattered that she asked, but I am not sure what exactly the job entails. What can you tell me about this?
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PERSONAL PLANNER
What Do You Own?
John and Helen have been thinking about updating their estate plan. They called and made an appointment with their attorney, Clara.
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WASHINGTON NEWS
Protect Yourself with a Hurricane or Natural Disaster Plan
In IR-2020-189, the Service outlined plans for making appropriate disaster preparations. The IRS explained that having a plan is essential in the event of a natural disaster. As Louisiana starts to rebuild following the devastation of Hurricane Laura (with…
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DONOR STORY
Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.
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Content from Crescendo Interactive.
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