Tags » Estate Planning

The Economy Heads for Normal

The Economy Heads for Normal

A look at the fundamentals affirms the hunch. 

    

The stock market may be up and down this year, but America’s economic recovery seems to be proceeding at a decent pace. 1,046 more words

Marvin King

Learning From Others' Mistakes: The Stroh Family

Forbes recently published its first annual list of America’s Richest Families.  One of the featured articles described the shirtsleeves-to-shirtsleeves story of the Stroh family in an articled entitled… 116 more words

Key questions for you & your family to consider.

Key questions for you & your family to consider.

A Caregiver’s Financial Responsibilities

A labor of love may come to involve money issues. Providing eldercare to a parent, grandparent or relative is one of the noblest things you can do. 1,682 more words

Financial Planner

Keeping the Peace After You Pass

Keep the Peace!  Hold a family meeting to discuss which assets will go to which family member and why.

Managing conflicts is a common occurrence in Estate Planning in Connecticut and around the country. 69 more words

Estate Planning

A Caregiver's Financial Responsibilities

A Caregiver’s Financial Responsibilities

Key questions for you & your family to consider.

A labor of love may come to involve money issues. Providing eldercare to a parent, grandparent or relative is one of the noblest things you can do. 1,681 more words

Alan Naumann

This Week on the Word on Wealth

  • Monday, July 28th – Veteran Benefits and Medicare Monday
  • 5:30 – 6:00 with special guest Bill Pellegrini of Pellegrini & Associates Insurance Brokers
    • Topics:
      • Health Care Reform Updates…
  • 141 more words
Financial Planning

Is Gifting Your Home to Your Kids an Estate Planning Mistake?

A recent article posted to the financial advice site, Nerd Wallet, describes “10 big financial mistakes” seen every year by the author, a Certified Financial Planner. 337 more words

Estate Planning