PREVIEW OF FEATURE ARTICLE:
"What You Can Do With A Will"
A will is often the cornerstone of an estate plan. Here are five things you can do with a will.
Distribute property as you wish
Wills enable you to leave your property at your death to a surviving spouse, a child, other relatives, friends, a trust, a charity, or anyone you choose. There are some limits, however, on how you can distribute property using a will. For instance, your spouse may have certain rights with respect to your property, regardless of the provisions of your will.
Transfers through your will take the form of specific bequests (e.g., an heirloom, jewelry, furniture, or cash), general bequests (e.g., a percentage of your property), or a residuary bequest of what's left after your other transfers. It is generally a good practice to name backup beneficiaries just in case they are needed.
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MESSAGE FROM PETER GALLAGHER - WINTER 2018 ISSUE
As many of you know, I'm just back from a trip to Austin, Texas where I met with
members of a highly selective mutual fund company.
Did you know that there are over 30,000 mutual funds and ETF's to choose from?
URPG recently purchased a fiduciary investment screening program that will
help us choose and monitor "best in class" investments for you. Please let me
know if you are interested in reviewing the results of this screening process for your
accounts with URPG.
Thank you to all who took the time to return our most recent survey. You told us that
you prefer that we stay in touch with you via e-mail. I'll consider this when sending
educational materials to you.
A big thank you to those who continue to refer their friends and family to URPG!
Best wishes to you and your family in the New Year.
View the full URPG Newsletter - Winter 2018 Issue