Vanessa Terzian E: vterzian@lagerlof.com PH: 818-864-6174 | Edward Terzian E: consultation@inheritancerecovery.com PH: 818-579-2358
How to Ensure Your Life Insurance Benefits Go to Your Heirs Recently, 11 major life insurance companies agreed to pay $763 million to the heirs of deceased policyholders after it was discovered the companies continued billing customers for their policies even after they were dead. This agreement is the second in the last two years…
The Talk You Need to Have With Your Parents When you were a kid, your parents dreaded the talk they had to have with you. You know the one. Well, now that you are an adult, there’s a talk you need to have with your parents that is likely to be just as squirm-worthy –…
5 Steps to Fix Your Battered Retirement Plan It’s no secret that a majority of Americans are ill-prepared for retirement. A recent Forbes.com post detailed the 5 steps you can take now to being repairing the hole in your retirement plan: 1. Pay yourself first. Set up an account that is not easy for you…
10 Common Errors When Naming Life Insurance Beneficiaries That Will Hurt the People You Love – and How to Fix Them If you make a mistake in naming beneficiaries for your life insurance policy, the people you love will end up being hurt. Insure.com recently provided a list of the 10 life insurance beneficiary mistakes…
How to Avoid Family Conflict When Making an Estate Plan Unfortunately, money has a habit of bringing out the worst in people, even in the best of families. One of the most important reasons to get your [city/state] estate plan handled is to keep your family out of conflict. And, yet, without the right counsel,…