Imagine You're Dead—Now What?

07/20/20 • 6 min

You don’t do estate planning just for yourself. The documents the estate attorney produces are important, but there are other things you can do now to show your love for your heirs. Don’t leave behind a mess.
This is the audio version of a blog posted on our website (investecwealth.com) on July 20, 2020. The blog post itself can be found here.
Disclaimer: This is only intended to provide a general overview of important estate planning concepts. This document is not intended nor should it be considered as legal advice. Investec Wealth Strategies and its advisors do not provide legal advice. Since estate laws are always subject to interpretations and possible changes in the future, we recommend that you seek the counsel of your attorney concerning your specific situation.

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4 Reasons Why I Believe in Wealth Management

Ever wonder what difference financial planning might make in a person’s life? One Investec advisor went into this field in part because wealth management holds the promise of achieving four objectives he holds dear.
This is the audio version of a blog posted on our website (investecwealth.com) on July 6, 2020. The blog post itself can be found here.
Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant, or other qualified tax advisor concerning your situation.

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Take the Money Now, or Get it Monthly?

Should you take your ExxonMobil, Chevron, or other company pension benefit as an annuity or as a lump sum? Our Investec blogger addresses issues you might be concerned about.
This is the audio version of a blog posted on our website (investecwealth.com) on July 27, 2020. The blog post itself can be found here.
Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant or other qualified tax advisor concerning your situation. Information about the ExxonMobil Savings Plan is believed to be accurate, but no guarantees can be made, as Plan details are subject to change by the Plan sponsor. The author is not an employee of ExxonMobil and his views are his own.

Investec Wealth Strategies - Imagine You're Dead—Now What?

Transcript

Bob and Sally Jones kissed their two young daughters good night. They reminded the baby-sitter about snacks and bedtime hours. Then they got in Bob's car to drive into the city for a date night. They stopped for a traffic light at an intersection with the busy road that led to the interstate. Bob turned to Sally and said, "It's good to get away with you—even if it's just for an evening. We need to do this more often!" Sally smiled as the light changed, and Bob pulled into the intersectio