Vincent Russo on CFN Live: Avoiding Costly Mistakes
Learn how to avoid costly mistakes with your last will and testament and protect what matters most to you and your family.
Avoiding Costly Mistakes: Don’t Let Your Will Fail Your Family
Your Last Will and Testament is something that affects nearly every family but often gets pushed to the bottom of the to-do list. It's one of the most important documents you'll ever sign, yet small mistakes can create big, costly…
Couples, Retirement Accounts, and Financial Infidelity
Is your spouse keeping financial secrets behind your back by removing funds from retirement accounts without your knowledge or approval? It may be possible, according to a new report from the Government Accountability Office (GAO), a nonpartisan congressional watchdog. Financial…
5 Resolutions for Better Estate Planning
The beginning of a new year is the perfect time to revisit your estate plan—or create one if you haven’t yet. Estate planning ensures your wishes are honored, provides peace of mind for your loved ones, and can save time,…
Estate Planning Awareness Week: Take Control of Your Future
It's that time of year again! The week of October 16th marks National Estate Planning Awareness Week, a great opportunity to remind yourself and your loved ones about the importance of planning ahead for their future and being informed about…
Are Beneficiary Designations the Best Way to Avoid Probate?
When we pass away, we often want our assets to be collected by our loved ones as quickly and easily as possible. When settling an estate, an asset with a designated beneficiary will pass outside of probate and directly to…
Trust Beneficiaries: Hold Your Trustees Accountable
In a recent case, a New York trial court has ordered BNY Mellon to pay back a Special Needs Trust nearly $180,000 for its failure to ensure that the trust’s beneficiary qualified for public benefits. In Liranzo v. LI Jewish…