Work with your financial advisor to include some of these ideas in your plans. All estates probated are a matter of public record B. Delays. Estates can be eaten up in taxes very quickly 9. It is as much a delusion to try to obtain such a high return on his money that the investor risks the probability of losing much of his capital, as it is to risk losing the purchasing power of his dollars through guaranteed programs. A middle of the road program is far more prudent.
Many people have all of their capital in only one or two investments.
One out of every five people eventually suffers a disability of sufficient duration to cause undue hardship on him and his family through the loss of his earnings during that period. A disability income policy which would provide protection is relatively inexpensive. They have money in a savings and loan because of the guarantee of a certain interest rate. As a result they have no financial program that is planned around their financial objectives. It is very difficult to be truly objective with yourself, therefore seek out a trusted professional to guide you.