“Mom’s (or Dad’s) will says I get everything. I took the will to the bank. Why won’t they give me my money?” We get this question all the time. We heard it again this week. What many beneficiaries do not …
Understanding Medicare
Starting September 15 and through the 21st, you will be seeing a lot of advertising for National Medicare Education Week. Most of the advertising will be by insurance companies providing private insurance versions of Medicare. The education week was created …
Keeping Secrets May Not Be the Wisest Thing To Do
If you are like most people, you like to keep things private. Nobody needs to know what you own, how much you make or how much you pay in taxes. Or do they? A lot of people try to do …
So You Are In Charge of the Estate or Trust
Mom or dad has named you as personal representative of their estate or as trustee of their trust. As a personal representative or trustee, you are considered a fiduciary. This is someone who handles funds or property of another. As …