Wills & Estate Plans Are More Necessary Than Ever During Covid-19

When the reality of the coronavirus Covid-19 initially began to sink in, people everywhere rushed out to buy toilet paper, hand sanitizer, and other items essential for staying at home indefinitely. Now that Covid-19 is an indispensable part of our daily conversations, individuals are becoming aware of another critical necessity: Coronavirus uncertainties emphasize the need… Continue reading Wills & Estate Plans Are More Necessary Than Ever During Covid-19

List of Important Items To Have Available During This Coronavirus

For years, before the coronavirus pandemic, we advised clients to have important legal and health documents in a file or folder and to tell family members the location of the file so they were available in an emergency. The current pandemic has added a few extra dimensions to what you need to include if a… Continue reading List of Important Items To Have Available During This Coronavirus

Beware of Fake IRS Agents

When I hear the stories of seniors who get scammed, it just breaks my heart. That’s why I wanted to share the article below. This was part of a series on “Scam Me If You Can” as seen in AARP magazine: When Megan Murfield, then 40, answered a phone call in early 2018, two people were… Continue reading Beware of Fake IRS Agents

Will Your Heirs Get the Cash You Want Them to Have?

Financial Advisor talking to senior couple at home

Blank or missing paperwork can send pension, IRA and 401(k) money astray You’re probably tired of my yammering about having the correct beneficiaries listed on your retirement plans. If you die suddenly, will the right people inherit your money, as opposed to the people (maybe now dead, maybe no longer married to you) that you… Continue reading Will Your Heirs Get the Cash You Want Them to Have?

“My dog ate my socks while climbing Mt. Kilimanjaro” (a wacky obituary)

Who’s going to fact check an obituary? That was the perspective of Norma R. Brewer when she penned her own obituary. You can’t blame her! The obituary claims the cause of the 83-year-old Connecticut woman’s death was hypothermia after her dog ate her socks and boots at the base of Mount Kilimanjaro. Norma died while… Continue reading “My dog ate my socks while climbing Mt. Kilimanjaro” (a wacky obituary)