Monthly Archives: January 2010

Tool # 6 in the Life Planning Toolbox – Real Estate Ownership Arrangements

By Sandra J. Slaga

Tool # 5 in the Life Planning Toolbox – the Will

You die.  You left no will.  Maybe you were too busy or just kept putting it off.  Maybe you thought you didn’t have enough property or money to justify having a will.
For LGBT persons, a will is not optional.   Dying without a will guarantees that your property will be automatically distributed to your legal heirs, [...]

Tool # 4 in the Life Planning Toolbox – Beneficiary Designations

Have you considered life insurance as a way to provide for your loved ones if you die unexpectedly?
Who do you want to receive the benefits of your life insurance when you die?
If you have a company pension, 401(k), 403(b), IRA or other retirement assets, who will receive them when you die?

It’s easy to forget whom [...]