Category: FINANCE & LEGAL

The Wicked Smart Investor

By Chris Hanson ‘Bucket List’ One of the first questions I ask my client is, “What are your financial goals?” The importance of this question is paramount, because all planning decisions are dependent on those goals. It is my...

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ELDER LAW MYTH BUSTERS

By Elizabeth A. Caruso, Esq. Myth or Fact? Your Will overrides beneficiary designations on your accounts. This is a MYTH! Your Last Will and Testament tells the Probate Court how you want the assets that are in your name alone...

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ELDER LAW MYTH BUSTERS

By Elizabeth A. Caruso, Esq. Myth or Fact? Once your estate plan is signed you should put it in a safe deposit box with all your other important papers. This is a MYTH! Owning a safe deposit box is a great way to protect...

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