by Senior Scene | Jan 31, 2024 | 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...
by Senior Scene | Dec 31, 2023 | Featured Article (03), Financial Advice, General Interest, Magazine
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,...
by Senior Scene | Dec 31, 2023 | Financial Advice, General Interest, Magazine, Top Story (C)
Finding the Proper Financial Guidance By: Jason ValaVanis, CFP® Everyone knows someone who’s tried to plan their retirement themselves. Diving into the world of personal finance is like trying to assemble IKEA furniture without the instructions—confusing and...
by Senior Scene | Nov 30, 2023 | Financial Advice, General Interest, Magazine, Top Story (C)
When Is Probate The Better Way To Settle An Estate? By Attorney Truman Scarborough Probate is required when property is titled just in the decedent’s name without any beneficiaries. A will by itself does not transfer property to the heirs. Probate is needed to access...
by Senior Scene | Nov 30, 2023 | Featured Article (03), Financial Advice, General Interest, Magazine
Legacy Gifting For The Holidays! By: Jason ValaVanis, CFP® Whether it’s for your Christmas, your Hanukkah, or your Kwanzaa – it’s the time for generosity. Every year we possess the same opportunity to escape from the grind of frugality, and...
by Senior Scene | Oct 31, 2023 | Featured Article (03), Financial Advice, General Interest, Magazine
Outliving Your Money By Max Valavanis, CFP® “Do I have enough money to retire?” is one of the most often asked questions I hear. Interestingly, this question is not easy to answer. There are too many variables to consider and no advisor has a crystal ball. Retiring...
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