Various Methods of Life Insurance Valuation

When there is a transfer of a life insurance policy, valuation of the insurance policy becomes necessary as the IRS requires a Form 712 Life Insurance Statement, which is a policy valuation as of the date of transfer provided by the insurance company, be included in the tax returns. There … Continue reading

5 Tips for Writing Your Will

AJ Smith has provided five tips to avoid common will-writing mistakes and make sure your possessions, finances and loved ones are taken care of properly after you’re gone. They are:

1. Under the process: Every state has different rules about what makes a will legally enforceable, who can write one, … Continue reading

Take Security Of Online Password Seriously

A VC and blogger, Fred Wilson, gave out some advice about online password management after his Facebook account was attacked in reaction to his blog about The Interview on last Thursday. Now he started to treat social media services as seriously as dealing with banking productivity services. He recommended using … Continue reading