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Guarding your Nest Egg

Guarding your Nest Egg

by Senior Scene | Apr 1, 2026 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)

Guarding your Nest Egg:By: Max ValaVanis, CFP® Medieval kings built moats and hired knights to protect what they spent a lifetime accumulating. You probably don’t have a moat, but protecting your retirement assets requires just as much strategy. Often seniors come to...
What is Probate?

What is Probate?

by Senior Scene | Apr 1, 2026 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

What is Probate? By Attorney Truman Scarborough This is the third in a series of articles on probate. When someone dies, assets titled just in the decedent’s name with no beneficiaries are frozen. A Power of Attorney does not help, since it ends when the creator dies....
What is Probate?

What is Probate?

by Senior Scene | Mar 1, 2026 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)

What is Probate?By Attorney Truman Scarborough This is the second in a series of articles on probate. When someone dies, assets titled just in the decedent’s name without beneficiaries are frozen. A Power of Attorney does not help, since it ends when the creator dies....
Estate Planning Tips

Estate Planning Tips

by Senior Scene | Feb 1, 2026 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

Estate Planning Tips:By Max ValaVanis, CFP® Estate Planning is a valuable opportunity to designate who you want to inherit your assets after you pass away. Unfortunately, the results are not always what you intend. To effectively pass property to your heirs, you must...
What is Probate?

What is Probate?

by Senior Scene | Feb 1, 2026 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)

What is Probate?By Attorney Truman Scarborough This will be the first in a series of articles on the probate process. When someone dies, assets titled just in the decedent’s name without beneficiaries are frozen. No one can sign the deceased person’s name on checks,...
What is Probate?

When does diminished capacity prevent a person from creating an estate plan?

by Senior Scene | Jan 1, 2026 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

When does diminished capacity prevent a person from creating an estate plan?By Attorney Truman Scarborough Before assisting with the preparation of an estate plan, an attorney will want to determine that the client has “Testamentary Capacity”. This requires a person...
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