Beneficiaries

Lost Life Insurance Policies

Posted on: October 11th, 2013
Were you told by a loved one that you were a beneficiary of their life insurance policy? If they passed away and didn’t leave behind policy details, how do you find the policy number and value of the benefits?...

What is an Heir Search Firm?

Posted on: June 10th, 2013
When an individual dies without a surviving spouse, siblings, parents, descendants, or named beneficiaries, their estate still needs to be distributed. ...

3 Estate Planning Baby Steps

Posted on: March 11th, 2013
When a baby is on the way, it is a perfect time for expectant parents to complete or update their estate plan to ensure their child’s future care. ...

Roth Conversions – Just Because You Can Doesn’t Mean You Should

Posted on: December 29th, 2009
Some financial advisors are warning against a Rush to Roth. The key to is to approach the idea cautiously and do a comprehensive analysis. ...

Trust Beneficiary Bill of Rights

Posted on: March 8th, 2007
Capital Trust Company of Delaware’s website is full of articles and other information on trusts and estate planning One short piece that I found worth sharing is the Beneficiary Bill of Rights. ...
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