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...
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...
by Senior Scene | Oct 31, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
Your Taxes May Be Changing By: Max Valavanis, CFP® Inflation has taken its toll on all of us one way or another. Whether you’re worried about an $8 Big Mac or having to take out a loan for a “seemingly” overpriced A/C unit, most Americans are feeling it’s effects....
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 | 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...
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