by Kay Dee Cole | Nov 1, 2016 | Estate Planning, News, Protecting Your Assets & Credit, Retirement, Tips for Saving
Do you ever worry about outliving your money? Today’s longer lifespans have some investors wondering whether they will outlive their retirement savings. According to a 2013 Stanford Study on Longevity, there is now a 50% chance that a 65 year old man will live...
by Kay Dee Cole | Oct 3, 2016 | Estate Planning, Financial Planning, News, Organizing Your Finances, Protecting Your Assets & Credit, Retirement, Uncategorized
The American Bar Association reports that one in 10Â Americans over the age of 60 will experience some form of elder abuse. And according to the National Center on Elder Abuse (NCEA) only one in 45 cases is actually reported! Most people can’t imagine that...
by Kay Dee Cole | Jun 30, 2016 | Estate Planning
Legal documents like wills, trusts, powers of attorney, prenuptial or divorce settlements are complicated. Often, both money and family relationships are at stake. At the same time, preparing financial planning and legal documents can be costly. You have to hire...
by Kay Dee Cole | Sep 15, 2015 | Estate Planning
If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Many individuals don’t even know they are a beneficiary until the trust owner has passed away, bringing about further change to this uncertain transition....
