Sentences with phrase «need the beneficiaries personal»

Not exact matches

Deciding whether to purchase whole life or term life insurance is a personal decision that you should base on the financial needs of your beneficiaries as well as your financial goals.

While you're at it, there are a bunch of other things you need to review including your powers of attorney, both financial and personal care, and your beneficiary designations.

Deciding whether to purchase whole life or term life insurance is a personal decision that should be based on the financial needs of your beneficiaries as well as your financial goals.

Whether you've been appointed as personal representative and need help probating the estate, or you're a beneficiary and want someone to look out for your interest, we can help relieve you of the burden of probate.

The first of these conversations looks at the issue of MSA's, also known as Medicare Set Aside accounts, which address the future offsets to Medicare for personal injury victims who settle their case knowing they currently or in the future are a Medicare beneficiary and that they need, by law, to put aside funds covering medical expenses related to their injury settlements.

When the court gives permission for a personal claim, brought by a beneficiary of an estate in his personal capacity, to be continued as a derivative claim, the personal representative needs to be joined as a defendant.

Sometimes, the Personal Representative will have a hard decision to make: follow the black letter of the Last Will and Testament regarding the special needs of some assets versus other assets, in order to protect the overall value of the estate and, ultimately, the inheritance of the beneficiaries and the debts owed to creditors.

Lincoln Heritage is family owned and operated, emphasizing personal service that provides for quick responses whether you need to purchase a new burial insurance policy or make a claim as a beneficiary.

Keep in mind that when purchasing life insurance for someone else or naming them as your beneficiary, you may need to get personal information such as name, date of birth, social security number and health information.

Life insurance can help provide financial protection for your beneficiaries — for both personal and business needs.

Deciding whether to purchase whole life or term life insurance is a personal decision that should be based on the financial needs of your beneficiaries as well as your financial goals.

Deciding whether to purchase whole life or term life insurance is a personal decision that you should base on the financial needs of your beneficiaries as well as your financial goals.

Beneficiaries may choose one option or a combination of options to best meet their personal needs.

When I found all the documents, he said, «You got it all now so it shouldn't matter what I did, I change you as the beneficiary I didn't lie because I never said 100 % beneficary; as far as the bank account, I owed by Mom money and that was personal so I didn't need to disclose that to you ever.