Halbert Wealth Management Announces New Estate Planning Tool

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“Handing Down Your Legacy” e-Booklet serves as an important resource for those tasked with settling the estate of a loved one.

Visit Halbert Wealth Management at HalbertWealth.com
'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.

Halbert Wealth Management, Inc. (HWM) is pleased to announce the availability of 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% 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 $58 billion in unclaimed cash and benefits, some of which includes assets that remain unclaimed after the death of the original owner. Sadly, in many cases heirs don’t 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.

Obtain a free copy of this valuable estate planning tool.

HWM President and CEO, Gary D. Halbert, noted, “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 organized, 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.”

About Halbert Wealth Management, Inc.: HWM is an SEC Registered Investment Advisor located in Austin, Texas. HWM’s underlying investment philosophy is that individual investors should be able to enjoy the same advantages as those enjoyed by large institutional investors like foundations, endowments and pension funds. These sophisticated investors recognize the need to diversify into alternative strategies that actively manage assets rather than simply buying and holding.

Since 1995, HWM has offered clients access to a wide spectrum of specialized money managers representing a variety of active management strategies. Many of these money managers are smaller, boutique firms that might never gain investor visibility if not for being included in HWM’s flagship AdvisorLink® Program.

For more information on Halbert Wealth Management, visit our website at http://www.halbertwealth.com.

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