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 While this metaphor has its uses, a map can be misleading or outdated....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...
by Senior Scene | May 31, 2024 | Financial Advice, General Interest, Magazine, Top Story (C)
Why Buy Life Insurance By: Max Valavanis, CFP® Unfortunately, the American people are under-insured concerning life insurance. The facts are glaringly obvious. As per the Population Reference Bureau, roughly 2.8 million people die every year in the United...
by Senior Scene | Apr 30, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
Outliving Your Money By Max Valavanis, CFP ® “Do I have enough money to retire?” is an often-asked question I hear. Interestingly, this question is not easy to answer. There are many variables to consider and no advisor has a crystal ball. Retiring too early does have...
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