by Kathryn A. Flanigan | Mar 11, 2014 | Uncategorized
You’ve invested and saved for retirement all your working life and you think you have your retirement all figured out…but does your spouse share that same dream? According to a study last year from Hearts & Wallets, a retirement trends research firm,...
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 | Feb 25, 2014 | Estate Planning, Uncategorized
A recent Wall Street Journal article examined one way that heirs can inherit real estate while avoiding the cost and hassle of probate through the use of an estate planning tool known as a life estate. A life estate is a deed that allows the real estate owner to...
by Kathryn A. Flanigan | Feb 25, 2014 | Uncategorized
The wills of two celebrities who recently died – Philip Seymour Hoffman and Paul Walker – illustrate the importance of keeping your will up to date. Hoffman died with a 2004 will that left out his two youngest daughters; Walker’s will had not been...
by Kathryn A. Flanigan | Feb 25, 2014 | Uncategorized
Oscar-winning actor Philip Seymour Hoffman’s will has been filed for probate and provides a cautionary tale when it comes to estate planning mistakes. Here are four things he could have done to correct them:Create a Revocable Living Trust. Hoffman was a public...
by Kathryn A. Flanigan | Feb 11, 2014 | Uncategorized
For most working Americans, 401(k) plans will be the largest contributor to their retirement income besides Social Security benefits. Making sure you have a healthy 401(k) is critical to effective retirement planning, so if you need additional motivation to save, here...