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Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Submitted by Alloy Silverstein Financial Services, Inc. on November 7th, 2019

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter

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  • beneficiary
  • estate planning
  • family
  • will
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Smart Financial & Insurance Moves for New Parents

Submitted by Alloy Silverstein Financial Services, Inc. on July 10th, 2019

As you start a family, consider these ideas.

 

 

Being a parent means being responsible to a degree you never have been before. That elevated responsibility also impacts your financial decisions. You are now a provider and a protector, and that reality may make the following financial moves necessary.

Tags:
  • budgeting
  • children
  • education planning
  • family
  • life insurance
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Titling Assets to Avoid Probate

Submitted by Alloy Silverstein Financial Services, Inc. on June 4th, 2019

Probate is the court-supervised process of authenticating a last will and testament if the deceased made one. It includes locating and determining the value of the decedent's assets, paying final bills and taxes, and distributing the remainder of the estate to the rightful beneficiaries. Probate can be a costly and time-consuming process, but it can be avoided fairly easily.

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  • estate planning
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Including Digital Assets in Your Estate Plan

Submitted by Alloy Silverstein Financial Services, Inc. on March 13th, 2019

What should you know? What should your executor know?

 

 

When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem like a lesser concern, perhaps no concern at all. But it is something that many are now considering.1

 

Tags:
  • estate planning
  • survivors
  • will
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Why Do You Need a Will?

Submitted by Alloy Silverstein Financial Services, Inc. on February 17th, 2019

It may not sound enticing, but creating a will puts power in your hands.
 

 

According to the global analytics firm Gallup, only about 44% of Americans have created a will. This finding may not surprise you. After all, no one wants to be reminded of their mortality or dwell on what might happen upon their death, so writing a last will and testament is seldom prioritized on the to-do list of a Millennial or Gen Xer. What may surprise you, though, is the statistic cited by personal finance website The Balance: around 35% of Americans aged 65 and older lack wills.1,2

 

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  • estate planning
  • inheritance
  • will
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How to Organize Your Finances and Accounts for Your Survivors

Submitted by Alloy Silverstein Financial Services, Inc. on May 4th, 2017

Alloy Silverstein Personal Financial Organizer Tool for Estate Planning and Your Survivors The Personal Financial Organizer

 

Tags:
  • estate planning
  • financial planning
  • financial planning tool
  • personal financial organizer
  • survivors
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