by Kathryn A. Flanigan | Jan 28, 2014 | Uncategorized
It is not unusual for a parent to add an adult child as a joint owner of property, bank accounts, investment accounts or other assets, but there are risks to choosing joint ownership over basic estate planning strategies to achieve the same objective.The four primary...
by Kathryn A. Flanigan | Jan 28, 2014 | Uncategorized
According to a recent Wall Street Journal article, pet ownership in the U.S. is now at record levels, and the trend of providing for pets in a will is growing.However, writing your pet into your will is not the right way to provide ongoing care for your furry or...
by Kathryn A. Flanigan | Jan 15, 2014 | Uncategorized
The vast majority of people who have been named as someone’s estate executor have never held the position before and have no idea what to do once their executor duties kick in following the death of a family member or friend. A quick Internet search on the...
by Kathryn A. Flanigan | Nov 19, 2013 | Uncategorized
Ameriprise Financial’s recent Retirement Check-In Survey found that many Americans are wearing rose-colored glasses when it comes to planning for retirement, thinking their retirement years will be spent in luxury that their savings cannot support.According to...
by Kathryn A. Flanigan | Nov 19, 2013 | Uncategorized
Just about everyone dreams of winning the lottery; however, most of us who come by a financial windfall do so because of an inheritance. There are a number of asset protection and estate planning strategies to employ to help you protect your inheritance or any large...
by Kathryn A. Flanigan | Nov 19, 2013 | Uncategorized
According to a recent NBC News report, the generation of baby boomers that broke the mold in every stage of life is continuing to do the same when it comes to retirement. Here are 7 ways that boomers – 10,000 of who reach retirement age every day – are...
