Author - Vid Ponnapalli, MS, CFP®, MPAS®,CRPC®

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How are my assets distributed upon my death?
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What stands between you and your dream home?

How are my assets distributed upon my death?

In the recent past, I met several young families with children who are concerned about what happens to their hard-earned assets when they die. As we talked through, I realized they all have two simple goals: 1) to ensure their immediate family members receive the assets upon their death, and 2) where possible, the distribution should be seamless. Accordingly, this blog post…

Very simply stated, there are three ways your assets can be distributed upon your death:

  1. Per your wishes in “Last Will and Testament.”
  2. By using techniques that avoid probate
  3. State deciding the distribution rules

So, let’s discuss:

  1. Last
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What stands between you and your dream home?

You found your “dream home” and you fell in love with the home. What now? Should you jump in and sign the contract? I say, “hold on!” Given the natural emotion attached to buying one’s dream home, it is not uncommon to make a hasty decision without considering all the financial consequences. Accordingly, the motivation of this blog is to encourage you to step back, analyze carefully, and make your decision wisely. So, read on! What stands between you and your dream home?

Can I really afford it?

You must have definitely thought about this before starting to look for

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