Posted: 04/18/2017

Understanding Gifting

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When people grow older, they naturally begin to start thinking about their estate, their Will, and the best way to pass on their wealth and possessions after they die. For some people, this area brings to mind questions about lifetime gifting. Understanding the concept and benefit of gifting, and how gifting works, can help you…

Posted: 04/11/2017

Unsafe Slip Ups – Signs an Elderly Person Shouldn’t Be Living Alone

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Everyone reaches that point where they begin to question whether a parent, grandparent, or other elderly family member should still be living alone. But because elderly individuals can have “good days” and “bad days,” it really becomes difficult to determine whether they’re still fit to be independent. Here are some of the major signs you…

Posted: 04/04/2017

The Dangers of Writing Your Own Will

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You can find almost anything online, including DIY (“Do your Own” Last Will templates that enable everyday people to attempt to create their own Last Will and Testament. While these templates may seem like a good idea, DIY wills are risky. Understanding the advantages and risks of writing your own will can help you decide…

Posted: 03/28/2017

Senior Care and Nursing Home Considerations

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Senior care has undergone some significant changes and restructuring in the modern era. In the past, there were really only two solutions: taking care of an elderly family member at home, or sending them to a nursing home. And because everyone’s individual financial situation is unique, it was rare that either of these two very…

Posted: 03/21/2017

IRS Warns Public About Tax Scams

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IRS Warns Public About Tax Scams Every year around April 15th the IRS warns individuals about tax scams. Because most individuals are not knowledgeable about the process surrounding their taxes, they can be particularly vulnerable to these issues. Scammers are known to target individuals who may be at a disadvantage, such as those who are…

Posted: 03/14/2017

When Parents of Adult Children Remarry

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Apart from the romantic and familial difficulties, remarrying once your children are adults can create some legal and logistical issues. Marrying is never something that should be taken lightly from a legal aspect; even though you may think you have your ducks in order financially, you may be surprised at some of the consequences. Here…

Posted: 03/07/2017

What Will Happen to My Minor Child?

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Custody over minor children is understandably both an important and complex topic. When a parent passes away, a Will generally controls their custody. But if there is no Will, there is generally a court process involved based on family relationships and the best interests of the child. When a Parent Has a Will A parent…

Posted: 02/28/2017

What Happens When a Parent or Loved One Dies Without a Will?

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When a parent or grandparent dies, financial issues are seldom the first thing that comes to mind. Unfortunately, they are some of the most important issues to work out. Not only do the parent or grandparent’s final costs need to be addressed, but there also may be financial instruments such as mortgage loans, vehicle loans,…

Posted: 03/13/2015

Preparing for A Child Custody Dispute

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Going forward with a divorce is hard enough on a couple, but add children to the mix and the problems multiply tenfold. No matter how amicable the relationship is, there will always be an issue about who will spend the majority of the time with the children. Couples should work out the details of the…

Posted: 03/05/2015

White Paper | Dealing with Contract Disputes

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When you first enter a business deal, no one ever expects things to go poorly. However, the fact remains that many of these types of situations often go awry. Contract disputes are becoming a more common concern for businesses throughout the country.

Posted: 02/18/2015

Video | Credit Unions and Social Media

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Recently, the Federal Financial Institutions Examination Council (FFIEC) released new guidelines to help Credit Unions and other Financial Institutions understand the compliance risks they face while managing their social media accounts.