Mistitling Accounts

Mistitling Accounts
Mistitling Accounts
As part of a 30-day series on estate planning strategies, Financial-Planning.com included an article about the mistitling of assets. The (more…)
Retirement Blunders
Retirement Blunders
Having a plan for your retirement savings and critically thinking about the various factors that relate to your savings are (more…)
Property Distribution Planning
Property Distribution Planning
“Research concerning property distributions at death has shown that the distribution of personal effects is responsible for more family acrimony (more…)
Planning Ahead
Planning Ahead
We speak a lot about how uncomfortable conversations regarding end of life can be. Oftentimes, people will even avoid creating (more…)
Planning Ahead & Talking About It
Planning Ahead & Talking About It
Do you have a Will in place? Have you discussed your Will with your children? Do they know where they (more…)
Compiling Your Personal Records
Compiling Your Personal Records
Are your personal records organized? The National Law Review’s Estate Planning Update for February 2015 urges that you compile your (more…)
Aging and Financial Decision Making
Aging and Financial Decision Making
Does aging impact an individual’s ability to make sound financial decisions? The Center for Retirement Research at Boston College recently (more…)
IRS Scam Phone Call Warning
IRS Scam Phone Call Warning
It has been brought to our attention that recently many individuals have received phone calls claiming to be IRS representatives (more…)
The Aging Conversation
The Aging Conversation
For many people, speaking with their children about aging and long-term care is as stressful as having the talk about (more…)
Ten Mistakes to Avoid in Funeral Planning
Ten Mistakes to Avoid in Funeral Planning
We would like to thank our guest blogger Kevin R. DeFriest of Moloney Family Funeral Homes for taking the time (more…)