Gone, baby
Gone! (non-lawyers first)
Gone! (non-lawyers first)
I have no kids or beneficiaries. I want my money to do some good when I am gone?
What is Philanthropy or Charitable Giving?
An asset vehicle where you are loaning money to a company or municipality?
What is a Bond?
When you buy this, you become an owner of a company?
What is a stock?
Type of insurance that expires in 10,20 or 30 years?
What is TERM Insurance?
A couple married 30 years decide they dislike each other, they take action to go their separate ways?
What is Divorce? (Call Haley!!)
Help, I can't speak or make medical decisions as I am injured and in the hospital?
What is a Health Care Proxy?
When you loan money to a bank for a period of time?
What is a CD?
Owning hundreds of companies in one investment vehicle?
What is a mutual fund?
The majority of Insurance contracts pay out to your beneficiaries this way?
What is Tax Free?
At a holiday party, your relative is concerned and not sure if they have enough money saved for retirement in 10 years.
How much do I need for retirement? or,
What is my retirement number? (Call Haley!)
What is/are beneficiaries?
An advantage of buying Municipal bonds?
What is Tax Free?
When the market moves up year over year?
What is A BULL Market?
To trigger a long Term Care policy, one must lose 2 Activities of Daily Living. Name 2 out of 6 of these ADLs?
Eating, Bathing, Transferring, Toileting, Dressing, Continence.
My spouse and I have just purchased a $1M home. We have taken on a $600K mortgage. We have 2 incomes and 2 kids and live in MA. What should be our very first thought?
What is "we need life insurance" pronto! (Call Haley)
I have given up all rights to my money and it will not be taxable in my estate?
What is an irrevocable Trust?
Making the correct amount of golf strokes per whole or the face value of a bond?
What is Par?
The most important factor in accumulating wealth?
What is Time?
This type of policy pays out only when the last individual of a couple passes away?
What is a Second to Die policy
When the office in your home is converted to a nursery?
What is having a baby? (Call Haley!)
I have died with no will. My estate will therefore go through probate court.
What is Intestate?
Something you put out on your curb weekly or rated BBB and below?
What is Junk?
Intentionally having an uncorrelated portfolio of assets?
What is Diversification?
When an insurance company is reviewing insurability?
What is Underwriting?
Your Uncle in Dublin has passed away and you benefit?
What is an inheritance? (call Haley!)