by Nannette Kamien | Nov 13, 2019 | Estate Planning, Planning, Retirement
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 physically active. Maybe you do see them often and the...
by Sara Stanich | Aug 1, 2018 | Estate Planning
“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 away, so I actually do know what happens. It’s...
by Sara Stanich | Aug 9, 2016 | Estate Planning, Kids, Planning
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 securing furniture to the...
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