Can You Bequeath Your Frequent Flyer Miles?

By |2019-11-07T11:19:37+00:00December 17th, 2019|Categories: Uncategorized|

If you’re a frequent airline traveler, one of your estate planning concerns may be what will happen to your accumulated miles once you’re gone. They could be worth thousands of dollars, so you probably don’t want them to just disappear, but some airline policies say that’s exactly what will happen. The law doesn’t consider airline miles assets that can be bequeathed directly to heirs, but there are still some steps you can take to help ensure your miles live on. It all starts with examining the airline policies in question. Airline Policies Regarding the Transfer of Frequent Flyer Miles Some [...]

How Does My Annuity Fit Into My Estate Plan?

By |2019-11-07T11:08:14+00:00December 3rd, 2019|Categories: Uncategorized|

Selecting the right type of annuity for yourself is no small feat. Of course, you’ve put in the research and planned with your financial advisors. But, you might still be wondering what happens to those annuity payments upon your death. In addition to their benefits as a financial tool for your goals, annuities can have a positive impact on your beneficiaries after you’re gone — but only if you take smart estate planning steps to make sure your wealth ends up in the right hands. Types of annuities Your annuity type affects how things pan out after your death. In [...]

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