An Executor Checklist The steps you may need to take to fulfill a major responsibility. Provided by Blanke Schein Wealth Management If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character. You […]
SCROLL DOWN FOR VIDEO The Transition of Wealth from one generation to another is, unfortunately, an event that we only can prepare for but not participate in. Therefore, many of us do not really want to spend too much time taking the necessary steps to be sure that such a transition will take place […]
Why you should periodically review beneficiary designations. Provided by HighTower Palm Desert Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance policy? Are you still living in the same home and working at the same job as you did back […]
Written by Robert L. Schein People who create significant wealth have to consider how, when and to whom they will pass on their fortunes. Legacy choices can range from endowing heirs with big inheritances to supporting cherished causes and philanthropies. In deciding how to dispose of their personal fortunes, the wealthy inevitably end up revealing […]
Let them know how they will receive retirement assets and insurance benefits. Provided by HighTower Palm Desert Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die? If you have a proper will or estate plan in place, you will likely answer […]
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