Protecting Assets

Safe Deposit Boxes

Do you have a safe deposit box?  If so, do you know what is in it?  Do you need it?  In my years of estate administrations, I have seen safe deposit boxes containing very valuable items such as jewelry, coins, silver and cash all the way to empty utility envelopes and the “stuffers” that we […]

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Ownership of Assets by Non-Married Couples

You and the love of your life have lived together for years being perfectly content not being married.  You have acquired assets together, like a residence, a second home, bank account or other items.  But what will happen when one of you dies?  Thinking that because you have both names on the asset, the surviving […]

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Checking In On Your Resolutions – #2

Last week we started our check on our resolutions and we will wrap up our suggestions this week. ARE YOUR HARD-EARNED ASSETS WORKING FOR YOU?  If you have a savings account or certificates of deposit, are you getting the best interest possible on these assets?  If you have a brokerage account, are your assets working […]

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