Articles
A Primer on Probate
By Leu & Peirce, PLLC Losing a loved one is never easy. Many people describe the weeks and months following such loss as “a blur.” After notifying family members, and planning and carrying out the […]
Finance & Planning
Articles
Helping Baby Boomers Fight Fraud
By: Thomas C. Holmes Statistics paint a disturbing picture of the future for retirees who have not planned appropriately. As a professional in the financial services industry since 1972, I have read many books and […]
Articles
Retirement Planning
Statistics paint a disturbing picture of the future for retirees who have not planned appropriately. As a professional in the financial services industry since 1972, I have read many books and articles on the subject […]
Articles
Reverse Mortgages, Financial Tools
Courtesy AmeriState Bank AmeriState Bank received the prestigious 2009 Rising Star Award from 1st Reverse Mortgage USA®, a division of Cherry Creek Mortgage Company, Inc. “The Rising Star Award is given to mortgage companies that reach […]
Articles
Families Deciding Together
Families Deciding Together Courtesy Dannel Funeral Home When a death occurs, families gather. Frequently, they must respond quite suddenly. Perhaps they travel long distances. In the midst of their grief, they must make approximately 300 […]
Articles
Protecting Your Real Estate and Other Valuables
Protecting Your Real Estate and Other Valuables Why should senior citizens be concerned? The answer: Fraud. Many older American citizens have a nest egg that they are counting on to support them financially for the […]
Articles
How to Prepare for a Long Retirement
Warning: your retirement may last longer than you expect. The most important retirement income question is the one that no one can answer in advance: How long does your income need to last? A successful […]
Articles
How to Prevent Identity Theft
Preventing identity theft depends on staying vigilant. Most retail transactions require the exchange of personal information. From credit cards numbers and ATM PINs, to home addresses and more, shoppers pass along important and sensitive information […]
Articles
Death and Taxes! You can prepare for one!
I am constantly being told by people throughout the community as we visit, “There are two things in life that are definite: death and taxes.” The choice to prepare ahead of time for one of […]
Articles
Reverse Mortgages and Protections for Non-Borrowing Spouses
Reverse mortgages are becoming a popular retirement tool. By Leu & Peirce, PLLC With seniors living longer and trying to remain independent while coping with higher health care costs, reverse mortgages are an increasingly popular […]