by Kathy Lane | Mar 12, 2017 | Estate Planning
You may have a will or a trust that covers the disposition of your personal assets after you die. If you own a small business, those documents are not enough. There must be a separate plan put in place to insure that your business will continue when you’re gone....
by Kathy Lane | Mar 5, 2017 | Retirement Plans
Assisting aging parents is something commonly encountered by financial advisors as children are having discussions with them. Legal: At the least, parents should have an up-to-date will, power of attorney and healthcare directive. It’s equally important that...
by Kathy Lane | Feb 26, 2017 | Estate Planning
When my father died (my mother had predeceased him), I was charged with cleaning out his condo. There were all sorts of things stuffed in drawers and closets that I’m sure had value…but I didn’t want. Ditto for my brother. There was also a lot of antique furniture...
by Kathy Lane | Feb 19, 2017 | Funerals
We read this article on CNN and decided to share it with you exactly as written. Did you ever have a relative you absolutely detested and yet you wrote a flowery obituary? Not the person in this story by AJ Willingham Story highlights Obit describes...
by Kathy Lane | Feb 12, 2017 | Digital Assets
Much of our life lives online these days. Email is just the beginning. Do you have a Facebook account? What about PayPal? How about an online bank account? If you don’t include information about those digital assets in your estate plan, your family may have a...
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