Retirement is expensive and tricky. Balancing an income from investment accounts, pensions and retirement funds takes a steady hand and some knowhow. Don’t fall prey to these common mistakes and put you and your spouse in a bad financial situation when you need your money the most. […]
Many seniors believe that they simply don’t have time to continue investing like they did earlier in life. This is simply not true. While it might take a little more finesse than in previous years there is plenty of time to let the money that you have work for you. Here are some tips for [...]
Do you have an estate plan? You should. Estate planning is a way to ensure that your assets are distributed the way that you wish. It can also help protect you in cases where you are incapacitated and need a trusted loved one to make decisions for you. Here are some common myths about estate [...]
If you are looking to come in to the Stano Group’s offices to have an elder planning discussion, you might want to prepare ahead of time. Here are some things to bring with you when you are ready to sit down to prepare your elder planning documents. A List of Names You are going to [...]
As families get more complex, so does the estate planning. Since most families have some sort of mix of children and stepchildren now, how do you ensure that your mixed family does not end up fighting over inheritance after you are gone? Here are some things to do to prevent family conflict during an emotional [...]
If you are married, you need to have a discussion about retirement with your spouse. It may seem like it is far off in the future, but it might be coming sooner than you think. Here are some things you and your spouse should discuss so you can make sure that you are both on [...]
You probably don’t consider your Facebook account or your twitter feed a digital asset. You may not even use those (or other) online services. The fact is though; every paperless credit card or frequent flyer account that you have is a digital asset. While many state governments are still struggling with how to best manage [...]
The news is full of celebrities who pass on and don’t leave detailed instructions about their intellectual property. These oversights can lead to long, drawn out and often vicious family disputes that lead to legal action. If you hold any intellectual property take some time to consider it when you are doing your estate planning. [...]
If you have been named the executor of the estate of a loved one you may be wondering what responsibilities may fall to you should your loved one pass. Here are some of the things to expect if you are appointed the executor of a will. First: Take Your Time There is no hurry in [...]
When we think of the legacy we leave behind to our children, grandchildren or loved ones we always think of it in a positive light. Without careful planning the legacy that is left can be one that ends up costing your family more than anything that is left to them. […]