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How Can Real Estate Investments Help with My Retirement Planning?
Planning for your financial future is important, even in post-retirement. Real estate investment can help those seeking to boost retirement income and increase wealth assets.
Who Is a Beneficial Owner of Shares?
When investors buy shares of stock, they typically don’t take physical possession of the actual ownership certificates for various reasons, including safety and expedience. Instead, the buyer becomes the beneficial owner of the shares while they remain registered to the brokerage firm that manages the transaction. This status is sometimes referred to as the investor registering the shares in "street name." While seldom acknowledged, beneficial ownership is the most common method of holding shares.
Can You Change the Beneficiary of a Charitable Remainder Trust?
Trusts have many functions, and there are numerous types of trusts. Many are useful in estate planning, and it’s always wise to seek professional assistance when considering whether and what variety of trust to establish to best pursue your goals.
What Is a Revocable Living Trust and How Does It Work?
A revocable living trust is set up during a person’s lifetime to name their wishes for the distribution of their assets after their death. They can change the terms of the trust at any time.
How to Dissolve a Charitable Remainder Trust
Investors seeking to provide income for either their lifetime or a beneficiary, plus leave a legacy for a charitable organization, may consider establishing a trust as one means of doing so. There are various types of trusts, one of which is a charitable remainder trust, or CRT.
Can a Minor Be a Contingent Beneficiary?
If you have investment accounts, retirement savings, or a life insurance policy, you have the option of naming beneficiaries. Many parents name their minor children as contingent beneficiaries to ensure financial support. This has the potential to complicate the transfer of assets. Learn if minors should be listed as contingent beneficiaries and what alternative actions are available.
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