How to Protect IRA Benefits for Your Children
Susan Graham discusses protecting IRA benefits in this video.
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No One Noticed (for four years) that Uncle Andy Died
Owen hated his life. He was fifty-three years old, overweight, separated from his wife Sally, and estranged from his kids. He worked in an office at the grocery store one mile away. He had shared a condo with his Uncle Andy for five years. His life was work, live with Uncle Andy, bowl Tuesday nights,…
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Why You Need a Safety Net
You need a “safety net”, especially during these frightening times. Why? Susan Graham explains in this video.
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Vietnam War Veterans Exposed to Agent Orange may be Eligible for VA Disability Compensation
During the Vietnam War, Agent Orange was a tactical herbicide the U.S. military used to clear leaves and vegetation for military operations mainly during the Vietnam War. Veterans who were exposed to Agent Orange may have certain related illnesses.
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When to Record a Financial Power of Attorney
Do you need to record your Power of Attorney for finances?
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Did You Skip Your Estate Plan “Homework”?
The goal of Estate Planning is to create a plan to assure your desired future life.
To make that happen, you must take steps that you cannot delegate to your attorney, financial planner or CPA. We call these steps “Homework”.