If you’re searching for the right place to live after the military, you’re not alone.
Category - Previous Posts
What Happens If You Fail to Submit a Change of Beneficiary Form?
The financial institution is obligated to distribute the CD to the person or entities that...
Should a Husband and Wife have Separate Trusts?
In situations where both spouses want the surviving spouse to inherit all the assets, which is...
What are Young People Doing to Help Isolated Seniors?
Younger generations are stepping up to help meet the needs, by connecting virtually and building...
When Should Succession Plan Be Used?
We currently have the highest estate tax exemption and the lowest intra-family interest rates in...
Homeownership and Medicaid Can Be a Problem
Many people work hard to acquire real estate and then later find that that real estate makes them...
Does My Business Need a Power of Attorney?
As a business person you may have seen the term "durable power of attorney" in several situations...
What Do You Do with a Big Inheritance?
Let’s start with the numbers: 10 and 1,000,000,000,000. Over this decade, $1 trillion is expected...
Probate and Real Estate Transactions
Is it better to transfer the title of the home to us, or to leave it as it is given her age and go...
What Changes Have Been Made to Protect Senior Investors?
The revisions to the Sanction Guidelines come after both FINRA and the National Adjudicatory...