Your Estate Matters… Estate Planning Checklist

Posted in: Sean Sullivan | Comments (0)

Issue 31.10
There will be nothing more important to your family than your estate plan when you pass away or become unable to manage your own affairs.  Make sure your family is prepared by reviewing the items below. 
• Account Registration
Have you registered your accounts with the correct persons on the accounts, or as the “pay-on-death” [...]

downloader @ July 29, 2010

Senior Finances… Critical Illness Insurance

Posted in: Scott Lovell | Comments (0)

Issue 31.10
What it is, why people opt for it.
Ever hear of critical illness insurance? This isn’t standard-issue disability insurance, but a cousin of sorts. With people living longer, it is a risk management option entering more people’s lives.
The notable wrinkle about this type of insurance is that the insurer issues you a lump [...]

downloader @ July 29, 2010

Leave Your Mark… Doing The Best In Everything

Posted in: Ted Spilsbury | Comments (0)

Issue 31.10
I actually get excited thinking about writing my next article for the Senior Sampler.   It’s even somewhat soul searching as I stop to think about how I really feel about what I am thinking. It gives me the opportunity and privilege to expose my heart and mind. My intentions are to lift, share and [...]

downloader @ July 29, 2010