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Articles, tagged with "heirs", page 1

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What are the Clauses in a Last Will and Testament

09th March 2010
What are the Clauses in a Last Will and Testament A Last Will and Testament is a legal announcement or a document, which an individual makes as a disposition of the personal or real property to one or few individuals and is handed over for managing the sa... Read >
Author: Gerard Long

Make Charitable Bequests From An IRA

18th February 2010
Use Different Accounts Legacy from your IRA may stretch out benefits to heirs in the long run. Making charitable gifts with appreciated securites is generous. It also offers you tax benefits. As long as you have held the securities more than one yea... Read >
Author: rbuckner

Naming Backup Beneficiaries For Your IRA

16th February 2010
Choosing alternate heirs for your IRA can maximize loved one's tax benefits. Some people build more than enough assets. Even in retirement, they don't need to tap their IRA for living expenses. Such people can hold off taking money from tradtional IRAs... Read >
Author: rbuckner

Understanding the Last Will and Testament Forms

20th January 2010
In some point in life a person need to make his last will and testament. Understanding what is Last Will and Testament document is very helpful. It is described as a legal document executed by a person before his death, subdividing his property to h... Read >
Author: James Kahn

How Interest Rates Affect a Reverse Mortgage

30th August 2009
Reverse mortgages can be an excellent strategy to help you manage finances and wealth when you reach retirement age. The most common type of reverse mortgage is the Home Equity Conversion Mortgage, a government-backed loan that is designed specifically to... Read >
Author: Wesley Pritchard

Medicaid Annuities - Scam or Benefit?

17th August 2009
While the popular belief is that Medicaid is only for the underprivileged that is not really the case. In Florida, and in many other states, even the middle class with substantial assets can be eligible to receive this kind of coverage for nursing home or... Read >
Author: Beth

Important Tips and Reminders about Your Reclaim Certificate

12th January 2009
Now the first question is: How safe is my claim? Whilst the Reclaim Certificate is used as an incentive to purchase, stringent safeguards have been developed to ensure fair play and honesty to the customer in the transmission and handling of funds. All ... Read >
Author: reclaimcertificate

What's Wrong with Reverse Mortgages

15th February 2008
A reverse mortgage is a loan that converts home equity into tax-free cash for home owners 62 years of age and older. Much has been touted in the media and by lenders about the benefits of reverse mortgages, now here are some of the red flags. Discuss thes... Read >
Author: Steve Dahl

The Three Main Causes of Conflict

27th March 2007
By Angie Epting Morris, Author THE SETTLEMENT GAME: How to Settle an Estate Peacefully and Fairly Most attorneys believe that the majority of problems related to dividing an estate should be solved outside of the courtroom - in other words, prev... Read >
Author: Angie Morris

IRA Multi-Generation Distribution Payouts

25th March 2006
Many retirement savers spend much of their working life building their retirement nest egg through the use of Individual Retirement Accounts (IRAs). The savings can be a significant part of their security throughout the retirement years. When retirement t... Read >
Author: Jeff McLeod
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