Dee Lee Of WBZ NewsRadio 1030’s Money Matters Does Some Estate Planning « CBS Boston

Estate Planning should be updated every time there is a major life event such as a marriage, birth, death, divorce.

Source: Dee Lee Of WBZ NewsRadio 1030’s Money Matters Does Some Estate Planning « CBS Boston

Court Clears Path for Medicaid-Compliant Short-Term Annuities

An appeals court ruling provides some clarity on when short-term annuities can be used for long-term care expenses.

Source: Court Clears Path for Medicaid-Compliant Short-Term Annuities

Be Aware to Whom You Bequeath Your Nest Egg AARP Michael T. Palermo – AARP

Seemingly small mistakes could lead to Probate litigation and disputes among family members.

Beware of leaving a certificate of deposit payable on death (POD) to only one offspring; the potential for a family feud is obvious.

Source: Be Aware to Whom You Bequeath Your Nest Egg AARP Michael T. Palermo – AARP

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