{"version":"https://jsonfeed.org/version/1","title":"surewinfin","home_page_url":"https://surewinfin.com","description":"surewinfin","author":{"name":"surewinfin"},"items":[{"id":"https://surewinfin.com/blog-new/f/transferring-your-home-into-your-revocable-living-trust","html_content":"

When transferring your home from your individual name into your Revocable Living Trust, the process is generally called deeding the property to the trust. The exact deed form, signing requirements, taxes, and recording p...

","url":"https://surewinfin.com/blog-new/f/transferring-your-home-into-your-revocable-living-trust","title":"Transferring your Home into your Revocable Living Trust","summary":"When transferring your home from your individual name into your Revocable Living Trust, the process is generally called deeding the property to the trust. The exact deed form, signing requirements, taxes, and recording p...","date_modified":"2026-08-09T14:53:49Z"},{"id":"https://surewinfin.com/blog-new/f/umbrella-insurance-coverage-explained","html_content":"

An Umbrella Insurance Policy (also called Personal Umbrella Liability Insurance) is an extra layer of liability protection that extends beyond the limits of your existing insurance policies, such as your homeowners, auto...

","url":"https://surewinfin.com/blog-new/f/umbrella-insurance-coverage-explained","title":"Umbrella Insurance Coverage Explained","summary":"An Umbrella Insurance Policy (also called Personal Umbrella Liability Insurance) is an extra layer of liability protection that extends beyond the limits of your existing insurance policies, such as your homeowners, auto...","date_modified":"2026-08-03T21:58:47Z"},{"id":"https://surewinfin.com/blog-new/f/what-is-a-pour-over-will","html_content":"

What Is a Pour-Over Will?

","url":"https://surewinfin.com/blog-new/f/what-is-a-pour-over-will","title":"What Is a Pour-Over Will?","summary":"What Is a Pour-Over Will?","date_modified":"2026-07-19T12:05:46Z"},{"id":"https://surewinfin.com/blog-new/f/can-kids-inherit-without-a-trust","html_content":"

Can the kids get assets without a Deed change from the parents to the Trust? What is a Transfer-on-Death (TOD) Deed?

","url":"https://surewinfin.com/blog-new/f/can-kids-inherit-without-a-trust","title":"Can the Kids get Assets without a DEED to the Trust?","summary":"Can the kids get assets without a Deed change from the parents to the Trust? What is a Transfer-on-Death (TOD) Deed?","date_modified":"2026-07-12T16:09:41Z"},{"id":"https://surewinfin.com/blog-new/f/can-kids-inherit-assets-without-a-trust","html_content":"

Can Children Inherit Property Without a Trust?

","url":"https://surewinfin.com/blog-new/f/can-kids-inherit-assets-without-a-trust","title":"Can Kids Inherit Assets Without a Trust?","summary":"Can Children Inherit Property Without a Trust?","date_modified":"2026-07-10T02:26:37Z"},{"id":"https://surewinfin.com/blog-new/f/what-is-a-comprehensive-financial-plan","html_content":"

A Comprehensive Financial Plan is a holistic process that integrates all major aspects of your financial life, aligned with your goals, including investments, taxes, insurance, retirement, estate planning, and cash flow,...

","url":"https://surewinfin.com/blog-new/f/what-is-a-comprehensive-financial-plan","title":"What Is a Comprehensive Financial Plan?","summary":"A Comprehensive Financial Plan is a holistic process that integrates all major aspects of your financial life, aligned with your goals, including investments, taxes, insurance, retirement, estate planning, and cash flow,...","date_modified":"2026-01-11T20:11:26Z"},{"id":"https://surewinfin.com/blog-new/f/how-are-the-life-insurance-death-benefits-proceedings-handled","html_content":"

The Death benefit proceeds are handled through a fairly structured process designed to pay beneficiaries quickly and efficiently.

","url":"https://surewinfin.com/blog-new/f/how-are-the-life-insurance-death-benefits-proceedings-handled","title":"How are the Life Insurance Death Benefits proceedings handled?","summary":"The Death benefit proceeds are handled through a fairly structured process designed to pay beneficiaries quickly and efficiently. ","date_modified":"2025-12-27T16:28:01Z"},{"id":"https://surewinfin.com/blog-new/f/can-h-1b-visa-holders-create-a-will-or-trust-in-the-us","html_content":"

Here’s a clear summary of Will and Trust rules for H-1B visa holders in the U.S., with pros and cons. This is general educational information (not legal advice).

","url":"https://surewinfin.com/blog-new/f/can-h-1b-visa-holders-create-a-will-or-trust-in-the-us","title":"Can H-1B Visa Holders Create a Will or Trust in the U.S.?","summary":"Here’s a clear summary of Will and Trust rules for H-1B visa holders in the U.S., with pros and cons. This is general educational information (not legal advice). ","date_modified":"2025-12-18T18:40:34Z"},{"id":"https://surewinfin.com/blog-new/f/401k-%E2%86%92-rollover-to-ira-vs-self-directed-ira-sdira","html_content":"

For 90% of people, a Rollover IRA (Traditional) is the best option — safer, simpler, and lower cost.\nA Self-Directed IRA is only better for those who specifically want alternative investments like real estate, private lo...

","url":"https://surewinfin.com/blog-new/f/401k-%E2%86%92-rollover-to-ira-vs-self-directed-ira-sdira","title":"401(k) → Rollover to IRA vs. Self-Directed IRA (SDIRA)","summary":"For 90% of people, a Rollover IRA (Traditional) is the best option — safer, simpler, and lower cost.\nA Self-Directed IRA is only better for those who specifically want alternative investments like real estate, private lo...","date_modified":"2025-12-14T00:42:17Z"},{"id":"https://surewinfin.com/blog-new/f/2025-year-end-tax-planning-strategies-savings","html_content":"

Below are 2025 year-end tax planning strategies designed to help individuals, families, and business owners reduce taxes, maximize savings, and position themselves well for 2026.

","url":"https://surewinfin.com/blog-new/f/2025-year-end-tax-planning-strategies-savings","title":"2025 Year-End Tax Planning Strategies & Savings ","summary":"Below are 2025 year-end tax planning strategies designed to help individuals, families, and business owners reduce taxes, maximize savings, and position themselves well for 2026.","date_modified":"2025-12-09T23:42:39Z"},{"id":"https://surewinfin.com/blog-new/f/what-are-living-benefits-in-life-insurance-policies","html_content":"

Living benefits are benefits you can use from a life insurance policy while you are still alive, not after death.\nThey turn life insurance into financial protection for major health events, not just for your beneficiarie...

","url":"https://surewinfin.com/blog-new/f/what-are-living-benefits-in-life-insurance-policies","title":"What are Living Benefits in Life Insurance Policies?","summary":"Living benefits are benefits you can use from a life insurance policy while you are still alive, not after death.\nThey turn life insurance into financial protection for major health events, not just for your beneficiarie...","date_modified":"2025-12-02T01:32:41Z"},{"id":"https://surewinfin.com/blog-new/f/group-vs-individual-life-insurance","html_content":"

The common myth regarding group versus individual life insurance is the belief that employer-provided group coverage is sufficient on its own.

","url":"https://surewinfin.com/blog-new/f/group-vs-individual-life-insurance","title":"Group Vs Individual Life Insurance Myth:","summary":"The common myth regarding group versus individual life insurance is the belief that employer-provided group coverage is sufficient on its own.","date_modified":"2025-11-30T17:33:22Z"}]}