Today I met with Sam, a widower who created an estate plan 15 years ago with his wife, June. They have children from separate marriages. He came into the marriage with $1,500,000 of assets and June had $300,000. They never had a marriage contract to keep track of who was the owner of each asset. …
DetailsSusan M. Graham appeared on the television show “Moving America Forward” with William Shatner and Doug Llewelyn, and was honored to receive the Moving America Forward Award. The video of the program is available for you below. ********************************* PEPPER’S BIRTHDAY PARTY – YOU ARE INVITED!! Come celebrate our wonderful office dog, Pepper, turning 19 OPEN…
DetailsThis month I flew to California to be honored by “Moving America Forward”, a special television series hosted by William Shatner, star of the TV shows Star Trek and Boston Legal. I was invited to be filmed for an episode of the Moving America Forward series, a program that highlights the achievements, spirit and dedication…
DetailsDo you have the “wrong” beneficiary for your life insurance and retirement accounts? How will you know?
DetailsRetired and concerned about your finances?[1] Will you outlive your money? Sometimes the retirement funds you planned or did not plan for to provide a secure retirement are looking a little thin. What can you do? Here are two ideas. If you did not save enough and you own your home you have some choices…
DetailsHow often should you review your estate plan? Why should you do this? Listen to Susan Graham’s advice in a recent video.
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