Over 70% of Americans do not have their estate plans properly set up.

by Senior Scene | Apr 1, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

Over 70% of Americans do not have their estate plans properly set up.By: Max Valavanis, CFP® Over 70% of Americans do not have their estate plans properly set up. These are the documents that dictate what happens to you and your possessions when you pass away or...

How Confident are you in Retirement?

by Senior Scene | Mar 1, 2025 | 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 While this metaphor has its uses, a map can be misleading or outdated....

Can adding children’s names to property create problems?

by Senior Scene | Jan 31, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

Can adding children’s names to property create problems?By Attorney Truman Scarborough In the last article, we looked at what should be considered before making out right gifts to children. Problems can also be encountered when children are made co-owners of property...

What needs to be considered before making lifetime gifts?

by Senior Scene | Dec 31, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

What needs to be considered before making lifetime gifts? By Attorney Truman Scarborough A full description of estate planning would include the accumulation, preservation, and gifting of property.  While most of our lives are devoted to the acquisition and...

What’s the Deal with Life Insurance?

by Senior Scene | Dec 31, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

What’s the Deal with Life Insurance?‘ By: Max Valavanis, CFP® Although it might sound strange, you can compare life insurance to cars. You can have expensive cars, muscle cars, and simple ol’ reliable cars.  Life insurance also has many options. However, when you boil...

Why won’t the attorney talk with me?

by Senior Scene | Nov 30, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

Why won’t the attorney talk with me? By Attorney Truman Scarborough When friends are more than willing to share their opinions and give advice, it may appear strange if an attorney refuses to talk about a legal problem.  However, attorneys can be ethically or legally...