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Mr. Cub Alleged to Have Dementia when He Signed New Will

The estranged wife of late Cubs legend Ernie Banks claims the Hall of Famer was diagnosed with dementia days before he signed a will that left his entire estate to his caregiver. Ernie Banks was in the middle of a long and somewhat contentious divorc… Read More
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Tips on Transferring Your Parents’ Brokerage Accounts After They Die

Only two months after launching a helpline for seniors, FINRA has received a number of calls from stressed family members with questions about the transfer of brokerage account assets upon death, so it has released an extensive investor alert dealing… Read More
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Would You Choose Cousin Vinny to Be the Guardian of Your Kids?

  Estate plan is a key element in any financial plan no matter what your age. Estate planning allows you to decide how your assets should be distributed upon your death. In essence it allows control from the grave! And a word of advice to t… Read More
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