... seniors need to identify all of the assets they own and determine if such assets are helping them achieve their financial objectives.
What Are Your Assets?
Many seniors think of their personal assets as either their liquid cash on hand or specific material possessions — such as a house or car — that they could sell if they were in a pinch and need to generate some money. But it’s important to understand that not all assets can be physically seen; some are less obvious to the eye.
The Social Security Bulletin report identified five major asset categories that are most commonly owned by seniors, a list that is just as relevant today:
- Total Assets (the aggregated sum of everything owned)
- Home Equity (the home’s value, less any outstanding mortgages)
- Liquid Assets (savings and checking accounts, stocks, bonds and mutual funds)
- Illiquid Assets (businesses owned, real estate and collectibles)
- Insurance Assets (life insurance and annuities)
Now that you know this, let me ask you, do you have a will? Without you telling me, I know that only 46% of US population have a will.
There are all kinds of reasons why you and those you may know do not have a will. I won't hammer those reasons here. But I will tell you that IT IS NOT YOUR FAULT. And that is why I have a free gift for you. I'm inviting you to a free webinar tonight.
LegalShield is excited to announce another opportunity to empower families to get their Wills done! I'm inviting you to this powerful Estate Planning & Wills webinar conducted by two experienced LegalShield provider lawyers, and hosted by Brian Carruthers, Melissa Peters & Darnell Self.
You'll learn about the importance and complexities of getting a Will prepared, and Melissa Peters will then explain our LegalShield membership and how one of the valuable benefits is getting a Will done as a LegalShield member included in the plan!
BUT KNOW THIS. YOU DO NOT HAVE TO JOIN. It would be great if you did and it is so inexpensive and has such a huge value to those who do. But I WANT YOU TO HAVE THIS INFORMATION! With information, you have power.
When you have this power, you'll know what to do to answer these questions...
- Are you prepared should you die? It would be a great idea to attend this Estate Planning & Wills webinar.
- What would happen to your family if you died tomorrow?
- Would you trust the state to dictate the distribution of your estate without a Will?
- Do you want to “waive your right” to put a plan together to take care of your family?
- Preparing your Will is one of the best ways to ensure that your family is protected. In this informative webinar you’ll learn:
- What does a Will Do?
You'll also know...
What Assets are Controlled by a Will?
What Happens Without a Will?
5 “No-Will” Situations to Avoid
Problems with DIY Estate Planning
So don't miss this Free Estate Planning & Will webinar (45 minutes)
w/ TWO provider lawyers WEDNESDAY, June 14 at 8:30 p.m. Eastern (7:30 p.m. CT, 6:30 p.m. MT, 5:30 p.m. PT). Use the contact form on this page, RSVP for webinar link - do this for your family
Regards,
Terry Scott
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