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Halbert Wealth Management launches new estate planning tool


Halbert Wealth Management has launched its newest estate planning tool in the form of a free electronic booklet entitled “Handing Down Your Legacy”.


One of the most important parts of estate planning is keeping track of all financial information, no matter how big or small an estate may be.


Yet it has been estimated that 25 per cent of all life insurance benefits go unclaimed because survivors are unaware of a policy’s existence. Nationwide, CNN Money reports that state and federal agencies now hold over USD58bn in unclaimed cash and benefits, some of which includes assets that remain unclaimed after the death of the original owner. In many cases heirs do not even know the assets exist.


In an effort to prevent loss of important financial information, HWM has developed a convenient electronic document designed to keep track of finances while alive, as well as help survivors manage them after death. Handing Down Your Legacy makes it easy to put all financial information in one place. Available in both Microsoft Word and Adobe Acrobat formats, this e-booklet is being made available free of charge by HWM to anyone who may benefit from this resource.


HWM president and chief executive Gary D. Halbert (pictured) says: “I can’t tell you the number of times I’ve been contacted by grieving family members who have lost loved ones and have no idea about how the family finances are organised, or even where to go to find important documents. Even individuals with extensive wills and trusts sometimes neglect leaving behind simple instructions, such as a list of all their investments or where important papers are kept. Handing Down Your Legacy was developed specifically to serve as a source of information for loved ones who will face the task of seeing that financial dealings are handled appropriately after a death.”

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