If you want to convert your life insurance policy to an annuity—or are thinking about it—there are some key things to take into consideration. Imagine this scenario: Tom will retire in a few years. Decades ago, he opened a life insurance policy to provide security for his young family. His children are grown now and […]
Where are you hiding assets? Are they stored away in a locked trunk in your attic? Are they located in boxes stacked on the back wall of your moldy basement? Or did you pile your valuable art and antiques in an off–site storage unit located two towns over from your house? Death and Family Hunt for […]
Let’s face it. We live in a sophisticated, technologically driven world whether we like it or not. Like most things in life, that happens to be both good and bad news. What is Mom’s Password? But with technology comes passwords, usernames, and PIN numbers. Not only are we instructed to keep these in a “safe” place, we […]
Growing up as the youngest of seven children I was surrounded by many maternal figures. The age difference between me and my oldest sister is sixteen years. In addition to the love from my parents, my siblings made sure I had everything I needed – everything except a plan for the unthinkable. At 10 years […]
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