by Christine | Jan 5, 2016 | Uncategorized |
A number of recent changes to some of the critical moving parts of estate planning make updating your estate plan in the first quarter of the New Year a good idea. Another good idea: make a "to-do" list on New Year's Day. Think of New Year's Day as...
by Christine | Jan 3, 2016 | Uncategorized |
If you have adult children or grandchildren who are struggling to repay student loans, they are not alone. There are ways to deal with student loan repayment, but most students need information and guidance to know how to deal with the problems. Ignoring the loans and...
by Christine | Dec 24, 2015 | Uncategorized |
When and how to file for Social Security benefits is not simple. How old you and your spouse are when you file for Social Security can have a huge impact on your lifetime benefits. A national study shows that informed individuals make far better decisions, while...
by Christine | Dec 7, 2015 | Uncategorized |
If your spouse was to die suddenly, would you be prepared, or would it kick off legal battles and lawsuits between family members? When Susan Williams, the late Robin Williams’ widow, shared the sad details about his suffering from Lewy body dementia, a heartbreaking...
by Christine | Nov 24, 2015 | Uncategorized |
Did you know that family gatherings during the holidays should include a discussion about estate planning? Every family has at least one family member who makes everyone at the Thanksgiving table roll their eyes and groan when they begin to speak. One way to ensure...
by Christine | Nov 5, 2015 | Uncategorized |
An elderly man – 85 years old – who travels between two residences, one in Australia and the second in the State of Washington, is suing Wells Fargo Bank for allegedly causing a $13 million loss through mismanagement of his trust. He was an income...
