Author Archives: Site Administrator
Choosing Trust and Estate Attorney Takes Some Research
young woman signing contract front of professional Most people probably know, or strongly suspect, that they need a lawyer when it comes to planning an estate or setting up trusts. But how should they go about selecting one? A recent web posting at trust-estate.lawyers.com offers some helpful pointers. “The practice of ‘trusts and estates’… Read More »
Some Wills Have a Way of Making People Laugh
Senior couple sitting on grass together relaxingNot everyone takes a grim approach when it comes to the Grim Reaper. A delightful website based in the United Kingdom focuses on last wills in which a bit of whimsy or human or error or outrageous personality comes shining through. kstock Among them: “Anthony Scott, in his… Read More »
Asking the right questions helps ensure the right fit
After an estate lawyer is selected, the client’s responsibilities are far from ended. The website willsabout.com offers suggestions for the kinds of questions that people must ask prospective attorneys before sealing the deal. These are designed to make certain the relationship is going to be a good fit and that the legal professional has… Read More »
There are ways to avoid possibility of IRS audit
The English language has its share of beautiful words, ones that are a pleasure to hear and practically poetry all by themselves. “Audit” is not one of them, according to the investment advice website Motley Fool. It is, in fact, one of the more frightening words around, a recent posting noted. “Audit is one… Read More »
Article Outlines Forms or Risk For Investing, Savings
Risk, according to Merriam-Webster, involves the “possibility of loss or injury.” Coins in jar with saving, retirement and emergency plan labelsWhen it comes to managing savings or investments, it’s best to understand the nature of the risks that are out there. Lt. Col. Shane Ostrom, a certified financial planning retired from the U.S. Air… Read More »
Association Offers Advice on Knowledge all Veterans Should Have
The Military Officers of America Association, a 370,000 member strong organization that was founded in Los Angeles in 1929, proudly proclaims itself the “nation’s largest and most influential association of military officers.” Patriotic Soldier Sitting On Wheel Chair Against American FlagA recent posting on the MOAA website offers an enlightening list of five things… Read More »
Aging Experience Has Changed Greatly
Only everything has changed in the last 25 years or so. According to the chief executive officer of the American Association for Retired Persons, that includes the way we approach growing older. Senior woman lifting dumbbells“The convergence of longer life expectancy and technological advances is opening new doors to exploration and discovery as well… Read More »
Regulation Requires Financial Advisors To Give Good Advice
Finally, financial advisors really DO have to work for you. That wasn’t always the case, but a U.S. Department of Labor rule that went into effect in April requires financial advisors to do what they always should have been doing, namely putting the interests of clients head of their own. young woman signing contract… Read More »
Organization Believes Estate Planning Benefits all of Society
Most people regard estate planning as being beneficial to only the members of the specific family involved, an organization formed more than half a century ago takes a much broader view. “Estate planning, effectively done, is of paramount benefit to the community as a whole,” was one of the basic principles on which the… Read More »
Retirement Planning Investments a Dire Place for Making Mistakes
retirement plan label on folder We all make mistakes, but there are times when a false step is far worse than at others. An article on the website Bankrate.com by Sheyna Steiner, who covers investing, retirement, CD rates and other personal finance topics for the site and is a co-author, along with seven other… Read More »