What Happens if a Beneficiary Dies?

by Senior Scene | Aug 31, 2021 | Featured Article (01), Financial Advice, General Interest, Magazine

  What Happens if a Beneficiary Dies? By Attorney Truman Scarborough All of our beneficiaries (those who inherit our estates) will someday die. Not planning for what will happen if a beneficiary dies can have unexpected and costly consequences.  In this article...

Does it matter how you hold title to property?

by Senior Scene | Aug 1, 2021 | Featured Article (01), Financial Advice, General Interest, Magazine

Does it matter how you hold title to property? By Attorney Truman Scarborough This is the fourth in a series of articles on how an estate plan can be impacted by the way property is titled. In the last article we explored how holding property in a Revocable Living...

Does it matter how you hold title to property?

by Senior Scene | Jul 1, 2021 | Featured Article (01), Financial Advice, General Interest, Magazine

Does it matter how you hold title to property? By Attorney Truman Scarborough This is the third in a series of articles on the different ways title to property can be held. In the first article the various aspects of an individual holding title in just his/her name...

Does it matter how you hold title to property?

by Senior Scene | May 1, 2021 | Featured Article (03), Financial Advice, General Interest, Magazine

Does it matter how you hold title to property? By Attorney Truman Scarborough Title to property can be held a number of different ways: individually; jointly with or without survivorship; as husband and wife as “tenancy by the entirety”; in a corporation; in a Limited...

Can specific bequests disrupt an estate plan?

by Senior Scene | Apr 1, 2021 | Featured Article (03), Financial Advice, General Interest, Magazine

Can Specific Bequests Disrupt An Estate Plan? By Attorney Truman Scarborough A specific bequest can be a sum of money, the home, a car, shares of stock, jewelry, etc. that is given to a particular individual. It allows an estate plan to better reflect personal desires...

Guarding Your Gold

by Senior Scene | Mar 1, 2021 | Financial Advice, Magazine, Senior News, Top Story (C)

​ Guarding Your Gold By Max Valavani Working and saving for a lifetime may very well result in a comfortable retirement lifestyle. Millions of senior American citizens have made sacrifices so that one day they will never need to worry about the “next...