The term bequest describes assets that are passed along or “bequeathed” to beneficiaries in a will. Also see the glossary term bequest motive.
The following are a few key concepts to think about, look for, or listen to when developing a financial plan:
Information Gathering: This is one of the first steps in the financial planning process. Your financial advisor should gather quite a bit of information about you and your current financial status.
Thanks for reaching-out.
It is generally very difficult if not impossible to provide a simple yes/no answer to this type of question without having much more detail regarding your situation and needs. That said, here are some things to think about:
A longevity annuity is arguably the most efficient way to...
Submitted by tom on
This forum topic is a continuation of a good question/comment that can be found here: http://www.annuitydigest.com/blog/tom/who-really-needs-annuity#comment-182
