Posts tagged ‘estate planning’

What Happens To Your Investments When You Die?

Updated: October 27, 2017 | Investing, Personal Finance | 15 Comments

What would happen to your stock market shares and other investments when you die? It’s a common question that people ask me and below is my usual answer. First, investments are considered your assets – it is among the list of things that you own – and because it is as such, they become “frozen” […]

Tags: , , ,

The Essentials for a Durable Power of Attorney

Updated: March 27, 2014 | General Information, Guest Posts | No Comments

There are times when I get questions from readers about financial matters that require a legal perspective. As I am not a lawyer, I simply give common sense advise and encourage them to consult a professional about their problem because it’s the best thing to do. One of the more common inquiries I get is […]

Tags: , , , ,

Estate Planning 101: Leaving Behind a Good Legacy To Your Family

Updated: October 27, 2017 | Personal Finance | 12 Comments

There’s a joke that life insurance agents often tell… They say that if you attend a wake and you see that the spouse is sobbing quietly, then the departed loved one most probably had life insurance. But if the spouse is loudly wailing in tears every night, then not only did the deceased had no […]

Tags: , , , , , , ,