What Happens When There Are No Beneficiaries Where do those accounts and policies end up? Provided by Marc Aarons Some accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an oversight. In exceptional circumstances, it is a choice. What happens to these accounts and policies when the original […]

There are benefits and limitations when you decide to donate stock. Provided by Marc Aarons Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating appreciated securities to a tax-exempt charity may […]

What should you keep in mind as you donate? Provided by Marc Aarons @ Money Managers, Inc.   Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to the charity and to […]