Sentences with phrase «portion of the assets left»
Given that life insurance can make up a significant portion of the assets left by an individual to his or her heirs, it is important not to make the mistake of assuming that any instructions in your will can be used to determine how life insurance death benefit proceeds are distributed.
https://www.insuranceandestates.com/ Not exact matches
Why sell off assets or portions of your portfolio, when the golden goose, if left alone, will likely spit out bigger eggs for the rest of your life?
Using only a portion of your portfolio to purchase a DIA leaves the rest of your assets to provide liquidity and market upside.
To be sure, some investors with more than enough money to sustain them will still choose to invest a meaningful portion of their assets in stocks, figuring that any excess return will help them leave more to their heirs.
Receivership involves defending the customer assets, changing the management, wiping out the common stock and a portion of the bondholders» claims, continuing the operation of the institution in receivership, and eventually selling or reissuing the company to private ownership, leaving the bondholders with the residual.
That's why you would usually want to devote only a portion of your assets to these types of annuities, leaving plenty of other savings for assets such as stock and bond funds that can provide liquidity and long - term capital growth.
You can leave a specific asset, or the remainder (or a portion of the remainder) of what is left after all other bequests are made.
However, a federal law allows you a marital deduction so you can leave an unlimited amount of assets — including the cash value of your universal insurance policy's investment portion — to your surviving spouse.