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 While this metaphor has its uses, a map can be misleading or outdated....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...
by Senior Scene | Apr 30, 2024 | Financial Advice, General Interest, Magazine, Top Story (C)
What is Probate? By: Truman Scarborough This is the fifth in a series of articles on probate. When someone dies, assets titled just in the decedent’s name without beneficiaries are frozen. No one can sign for the deceased person on checks, deeds, etc. A Power of...
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