by Senior Scene | Sep 30, 2024 | Featured Article (04), Financial Advice, General Interest, Magazine
When does diminished capacity prevent a person from creating an estate plan? By Attorney Truman Scarborough Before assisting in the preparation of an estate plan, an attorney must determine that the client has “Testamentary Capacity”. This requires a person...
by Senior Scene | Aug 31, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
Estate Planning Blunders By: Max Valavanis, CFP® Estate Planning is a beautiful opportunity to designate who you want your assets to go to after you pass. Unfortunately, sometimes the results are not what you intend. Therefore, to effectively pass property to...
by Senior Scene | Aug 1, 2024 | Financial Advice, General Interest, Magazine, Top Story (C)
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 we will...
by Senior Scene | Aug 1, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, 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...
by Senior Scene | Jun 30, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
How Confident are you in Retirement? By: Max Valavanis, CFP® Retirement planning is trickier than ever. Some refer to planning for retirement as creating a map to navigate through this “adventure”. While this metaphor has its uses, a map can be misleading or outdated....
by Senior Scene | Jun 30, 2024 | Financial Advice, General Interest, Magazine, Top Story (C)
When should a Beneficiary’s inheritance be held in trust? By Attorney Truman Scarborough An inheritance does not need to be distributed directly to a beneficiary. It can be placed in a trust where the funds can be managed and controlled by a trustee for the heir’s...
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