by Kathy Lane | Dec 6, 2015 | Estate Planning
If you have a spouse and family, you’ll probably leave everything to them. However, if you don’t have a spouse or kids and you’ve been procrastinating doing your estate planning because you’re not sure what to do about all of your stuff, here are 5 ideas you should...
by Kathy Lane | Jun 30, 2013 | Beneficiary Basics, Estate Planning, Settle an Estate
Over the last five years or so, a study has been conducted to determine how insurance companies ensured that beneficiaries of life insurance policies were notified that a relative with a life insurance policy had died. The study was initiated by California Comptroller...
by Kathy Lane | Dec 26, 2012 | Estate Planning, Other Financial Directives, Retirement Benefits
You worked hard your whole life and paid money into the Social Security program evey month. So did your spouse. And now that you are both retired, you are relaxing, enjoying life and collecting a benefit check every month. But Social Security benefits are not just for...
by Kathy Lane | Dec 3, 2012 | Estate Planning
The New York Times recently did research to find out and the answer was far from consistent. Only two airlines contacted have a specific, written policy that allows your miles to be transferred to a surviving family member – American and US Air. On the American...
by Kathy Lane | Nov 26, 2012 | Funeral Agent, Funeral Expenses, Funerals
You may not know when you’re going to die, but you know for sure it will happen. A little advance planning of your own funeral — or that of a loved one — can make that traumatic time when you die a little easier on your loved ones. Pre-planning funerals is getting...
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