Orange County, Estate Planning, LPL, 7/26/12 – Can you imagine passing away and your money, investments, life insurance, etc just sits there and does not pass on to your heirs/beneficiaries? That would be a tragedy! Take a look at the following article to give you some good ideas to help avoid this. – Melissa Levin, CFP®, CFS
“It isn’t enough simply to sign a bunch of papers establishing an estate plan and other end-of-life instructions. You also have to make your heirs aware of them and leave the documents where they can find them.
Consider: At least 10 states have been investigating whether some of the country’s largest insurers are failing to pay out unclaimed life policies to beneficiaries. California and Florida have held public hearings on the issue in recent weeks. ” – Saabira Chaudhuri
CLICK HERE for complete article.
LPL Tracking #1-042465