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How Hard Is Your Money Working?
August 11th, 2015
Your money should always work for you, but when you're retired, it needs to work even harder. Help safeguard your retirement by placing demands on your hard-earned cash. A recent article published in MoneyWatch, “Seven demands retirees should…
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Managing the Digital Assets of the Deceased
August 6th, 2015
According to a 2007 study conducted by Microsoft, the average web user has 25 online accounts ranging from social network accounts to banking and financial accounts. In America alone, nearly 72% of American adults have an online presence or use socia…
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Help for the Brand New Executor
August 5th, 2015
When you are named as executor after someone has died, it can be difficult to know where to begin. Ideally, the deceased told you in advance that they were planning to name you as executor and you had a chance to discuss their wishes and gather infor…
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Mr. Cub Alleged to Have Dementia when He Signed New Will
August 4th, 2015
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…
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Tips on Transferring Your Parents’ Brokerage Accounts After They Die
August 3rd, 2015
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…
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The Wisdom of Solomon?
July 24th, 2015
The story goes that two women who both claimed to be the mother of a baby asked King Solomon to resolve the dispute. The King ordered that the baby be cut in half and by doing so could determine who the real mother was by watching the women's re…
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Categories: Estate Planning
Digging Up Dad's Grave for $50 Million
June 23rd, 2015
Most people would not consider digging up their father's grave for the sole purpose of securing a DNA test to prove that the man listed on their birth certificate is not their real father. A woman in New York did just that. Nina Sebastiana…
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Inheritance Scam Leads to Jail
May 18th, 2015
People have probably been attempting to scam others out of their money for as long as money has existed. Many different schemes exist that people fall for over and over again. Recently, people have been falling for a scam involving fake inheritances.…
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Counting on an Inheritance to Retire
May 12th, 2015
A new survey suggests that many Americans are counting on receiving an inheritance to retire on instead of saving enough for retirement themselves. This has the potential to create disasters for several reasons. Recently CNBC published the res…
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Inheritance Stolen after Social Media Posts Made About It
February 17th, 2015
While many people prefer to keep their financial affairs private, there are others who have no problem letting the entire world know about them. One young man in Philadelphia is learning the hard way that it is not a good idea to let the…
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