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Cheat Sheet Q&A:
Topic: Will or Trust?
The actual question was… Barring cost, why NOT get a trust?
Bottom Line: So let’s delve into the differences between a Will and a Living Trust:
Living Trust Pros:
Living Trust Cons:
To address the premise of the question directly… If cost isn’t a concern, a trust does provide benefits that a will doesn’t as long as you’re willing to manage it as needed. This is especially true if you’re a person of means with numerous, significant and/or complex assets that you want dispersed. You’ll want to discuss what’s most appropriate for your specific situation with the professional you work with to establish your will or trust.
If you have a topic or question you’d like me to address email me: firstname.lastname@example.org
Bottom Line: The real-estate pros I work with in
Thus far the
In April the average single family home price increase in
Key dates to save on airfare coming up:
Bottom Line: Timing is everything right. That’s especially true with regard to airfare. While I’ve shared information in recent months that suggests that the best day to book a flight is generally Tuesday (with Wednesday being the second best); we have a series of dates coming up in late August that could save you big money.
The dates range from August 20th thru Sept. 3rd. If you’re looking to fly during that period of time click the link below.
Healthcare reform scams:
Bottom Line: Unfortunately scammers are hot on the path of turning unwitting people into victims of confusion over the Affordable Care Act. Among the scams to beware of (and to inform your parents of):
Clearly in any of these circumstances you shouldn’t provide any info to anyone who calls you. If you have any questions you should hang up and initiate the call to your insurance company or Medicare office. You should also inform your parents as they are the most susceptible to some of the scams being carried out right now.