Sentences with phrase «important estate planning tools»

Not exact matches

While a will is an important tool for estate planning, there are certain assets that require you to name a specific beneficiary (or beneficiaries) and a Traditional IRA is one of them.

While not the most thrilling of topics, estate planning is an important part of financial wellness no matter your age — it is a useful tool for ensuring that your last wishes are followed should the unthinkable happen — you pass away or become incapacitated.

Savvy commercial real estate investors know that, with the tightening of federal regulations for banks, oftentimes even the most well - planned projects and financial - strong borrowers get rejected, so hard money loans are an important tool in the real estate investor's toolbox.