The New Year is upon us and many of us take this time to lay out our financial plan for the upcoming year. There are some important changes to tax rules and limits that you should be aware of that may affect your planning. We’ve outlined them here to help you create your best plan.
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One of the most crucial steps in life insurance planning is choosing your beneficiary, which is the person (or entity) that will receive the cash benefits upon your death. These guidelines may help ensure that you are leaving the benefits to those you intended.
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Beneficiaries miss out on life insurance benefits all too often. The odds that you’re owed money from a lost, forgotten or unknown policy are about one in 600.
Besides life insurance, there may be other assets a deceased person might have that family members may be totally unaware of. Without an organized list, your loved ones and beneficiaries may be missing out.
Statistics show that as many as 9 out of 10 Americans may have unclaimed money waiting to be discovered!
It’s estimated that almost $40 billion dollars in unclaimed cash or abandoned accounts exist in the United States today. Is some of that yours?
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