Guest Post by Shannon P. McNulty, Esq.
As the COVID-19 crisis drags on, you may be concerned about having a solid plan in place if something were to happen to you. Below are some of the common estate planning issues …
Aging Parents? Here’s What You Need to Know About Their Finances
One of the most difficult times in our lives are when we finally start to notice our parents are aging. Maybe you don’t see them as much as you used to, and when you do, they aren’t as sharp, or …
What Happens (Financially) When You Die?
“What will happen to my account(s) when I die?”
It’s an honest question, that many want to know but may feel funny about asking.
Like many financial advisors (or most of a certain age), I’ve had clients who have passed …
Five Estate Planning Documents Every Parent Should Have
By Shannon P. McNulty, Esq.
If you have young children, protecting them from dangerous situations is at the top of your list of priorities. You child-proof your home – putting locks on cabinets and drawers, installing guards on windows, and …
