Imagine if the following happened to you: A decedent disinherits her daughter in her Last Will and Testament believing it meant that the daughter would not receive any of client’s assets when decedent passes away. Unfortunately, the mom forgot that…
You’re not taking financial and legal counsel from your neighbor, are you? Perhaps he or she told you that you need to get an annuity. Do you even know what this is? If not, you could make one of the…
Does your neighbor like to give you advice? Perhaps the latest you received is that you shouldn’t invest in the stock market because it’s too risky. Unless your neighbor is a financial advisor, you may not want to listen to…
We all have them…A well-meaning neighbor. Yours may have an interest in law. And thanks to popular “legal” television shows, he or she may attempt to give you advice based on fictional or so-called “real” cases. For example, if your…
Are you taking legal advice from your neighbor? For example, Sally, your neighbor of 10 years, may be a novice legal eagle who thinks she knows the difference between a will and revocable living trust and tells you which document…
Many people are picking a charity or charities and choosing to leave all or a portion of their estates to nonprofits – they’re leaving a legacy of helping the less fortunate, from hunger centers to art-based nonprofits - they’re leaving…
You may have received phone calls or letters in the mail from charities requesting money for their cause. But how do you know if they’re legitimate and not on a charity watch list? If you send the requested money, you…