by Kathryn A. Flanigan | Jul 26, 2018 | Uncategorized
Being a trustee comes with a mix of feelings. An individual or couple chose you for specific reasons. They consider you loyal, trustworthy and capable of the job. You probably feel honored by the role, but also unsure of what the role entails. Like any job,...
by Kathryn A. Flanigan | Jul 25, 2017 | Uncategorized
Media sources confirmed on July 10 that a single beneficiary is set to inherit Carrie Fisher’s multi-million dollar estate in California. Court documents indicate that the late actress’s only child, Billie Lourd, will inherit the estate and most of...
by Kathryn A. Flanigan | Mar 12, 2014 | Uncategorized
While there is no substitute for an up-to-date estate plan, there are some instructions or guidance you may wish to leave your heirs that don’t naturally fit into a will, trust or other estate planning documents. This is where a Letter of Instruction can come in...
by Kathryn A. Flanigan | Mar 11, 2014 | Uncategorized
Once you’re an adult, the most difficult subject to discuss with your parents has nothing to do with “the talk” you may have had as a teenager. It’s about finances — specifically, their finances. Research shows that approximately 40% of...
by Kathryn A. Flanigan | Mar 11, 2014 | Uncategorized
People with substantial assets, and those who are about to receive them, are wise to look for ways to protect those assets. Here are five asset protections strategies that can help you preserve your wealth:Increase liability insurance. If you come into sudden wealth...
by Kathryn A. Flanigan | Mar 11, 2014 | Uncategorized
Not everyone loves retirement. In fact, there are many retirees who, after a few months of doing not much of anything, find they are missing the structure, steady paychecks and social opportunities their old life provided.Here are 10 reasons you might want to delay...
