Business

Celeste Giordano

3 Reasons to be grateful this weekend

If you’ve started salivating for turkey with stuffing, tart cranberry sauce and home-made pumpkin pie, you’re not alone. Thanksgiving is a time of year that manages to tug on our heartstrings, and for good reason. Memories of years passed are stirred, and many of us look forward to taking a pause from our busy professional lives to spend time with our friends, family and loved ones.

Roger Green, MSFS,CFP®

Protect your income

Just over 1 in 4 of today’s 20-year-olds will become disabled before they retire.1  Over 37 million Americans are classified as disabled – about 12% of the population – and more than 50% of those are in their working years from 18-642

Stephen Brust, Webkat Design

Back from the brink!

Back from the brink!!! Yes that just might be the statement of the year. How many of you are suffering from website death. You know what I mean; when was the last time you completely overhauled your site?

James Miskell

Plan now to reduce uncertainty

“Trick or treat” rings out every Halloween as kids go door to door hoping for their favorite candy. My kids love sorting the candy at the end of the night and finding surprises in their candy haul. Part of the fun and excitement of trick or treating is the uncertainty —you don’t know what you are going to get. Dying without estate planning is a lot like trick or treat for your surviving family members—you don’t know what they are going to get.

James Miskell, Attorney at Law

Talking to senior parents about the future

“Only put off until tomorrow what you are willing to die having left undone” Pablo Picasso

Estate planning is about more than having a will to distribute property when one dies. Perhaps the most important aspect of estate planning is planning for how one will live as they age, which includes planning for disability and long term care. 

James Miskell, Attorney at Law

Great! I’m a Trustee – Wait . . . I’m a Trustee?

“To be trusted is a greater compliement than being loved.” 
                     ~ George MacDonald

Being appointed as trustee is a very real demonstration that you are seen to be trustworthy, that you have the judgment and ability to handle responsibility.  It is a great compliment – And make no mistake, being a trustee is also a great responsibility.  A trustee holds legal title to property for someone else – the beneficiary.