by Kathryn A. Flanigan | Jul 26, 2018 | Uncategorized
Being a trustee comes with a mix of feelings. An individual or couple chose you for specific reasons. They consider you loyal, trustworthy and capable of the job. You probably feel honored by the role, but also unsure of what the role entails. Like any job,...
by Kathryn A. Flanigan | Jul 25, 2017 | Uncategorized
Media sources confirmed on July 10 that a single beneficiary is set to inherit Carrie Fisher’s multi-million dollar estate in California. Court documents indicate that the late actress’s only child, Billie Lourd, will inherit the estate and most of...
by Kathryn A. Flanigan | Mar 12, 2014 | Uncategorized
While there is no substitute for an up-to-date estate plan, there are some instructions or guidance you may wish to leave your heirs that don’t naturally fit into a will, trust or other estate planning documents. This is where a Letter of Instruction can come in...
by Kathryn A. Flanigan | Mar 11, 2014 | Uncategorized
Not everyone loves retirement. In fact, there are many retirees who, after a few months of doing not much of anything, find they are missing the structure, steady paychecks and social opportunities their old life provided.Here are 10 reasons you might want to delay...
by Kathryn A. Flanigan | Mar 11, 2014 | Uncategorized
Thanks to the U.S. Supreme Court decision last June that struck down key provisions of the Defense of Marriage Act (DOMA), there have been some significant changes to the rules governing tax-deferred retirement accounts.The IRS announced last year that it would...
by Kathryn A. Flanigan | Mar 11, 2014 | Uncategorized
You’ve invested and saved for retirement all your working life and you think you have your retirement all figured out…but does your spouse share that same dream? According to a study last year from Hearts & Wallets, a retirement trends research firm,...
