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What You Need To Know About Estate Planning
If you want to ensure that the assets you've worked so hard to accumulate are passed on to those you love, you need to plan ahead.
There are a number of products and strategies that can help to preserve your assets. Proper estate planning can effectively match the right strategies to your individual goals. And as you move through various stages of life, you'll need to occasionally reassess your estate plans to ensure that they continue to meet your objectives.
The articles below provide important planning information to help you protect the legacy you and your family have worked so hard to build.
Check Your Life Insurance
Unless you plan properly, Uncle Sam is going to be the major beneficiary of your policy. We think you can find a better recipient.
Estate Tax Tips for Married Couples
Thanks to the generous $5 million exemption for individuals who pass away in 2011 or 2012, the assets of relatively few people in the United States will be exposed to the federal estate tax over the next few years.
Estate Tax Tips for Singles
Thanks to the generous $5 million exemption for individuals who pass away in 2011 or 2012, the assets of relatively few people in the United States will be exposed to the federal estate tax over the next few years.
Good Will Hunting
No matter how big your estate, you should have a will. Creating a simple one doesn't have to cost more than $75.
Why Most People Need an Estate Plan
In 2011 and 2012, most folks are not exposed to the federal estate tax. However, if you have some assets (maybe just a car and some nice furniture) or minor children, you still need an estate plan--even if taxes are not an issue. Here's the scoop.
"Consult with your financial advisor and a Transamerica
representative to determine the proper amount of life insurance and type of policy needed for your estate.
SmartMoney prepared the information provided. SmartMoney is not associated with Transamerica Life Insurance Company ("Transamerica") or any of its affiliates. While Transamerica provides this material as a service to the consumer, Transamerica does not guarantee its accuracy, nor does Transamerica give tax or legal advice. Clients and prospects must consult with and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here."
EBM 385 T 1008
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