Will It (My Home, My Life Insurance, Etc.) Be in My Estate?

Will It (My Home, My Life Insurance, Etc.) Be in My Estate?

When engaging in estate planning, a common question from clients is often whether or not something, be it a home, an insurance policy, or another financial product, will be included in their estate. As Steve Parrish, Co-Director of the American College Center for Retirement Income explains, it all depends on the definition of “estate” clients and advisors set down.

Read more in this article from Kiplinger.

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