Austin, TX (PRWEB) March 18, 2014
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 order to help prevent assets from going unclaimed, Halbert Wealth Management, Inc. (HWM) is pleased to announce its free estate planning tool in the form of a free electronic booklet entitled “Handing Down Your Legacy.” This convenient tool makes it easy to keep all financial information in one place which helps survivors manage assets after the death of a loved one. This greatly reduces the likelihood of assets being lost or going unclaimed.
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.”
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 completely free of charge by HWM to anyone who may benefit from this resource.
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.
To get a complimentary copy of Handing Down Your Legacy, visit the landing page at: http://www.halbertwealth.com/your-legacy/