It seems there’s no shortage of worthwhile information out there; the problem is finding the time to track it down and then read it. We try to curate the best of that information and make it easily available through our blog, frequently offered by our very own Peter Mallouk. We also communicate our thoughts on various financial issues throughout the year via presentations, in-person meetings, calls, emails and newsletters.
There is a common misconception that if you have executed a Last Will and Testament, probate will not be required to transfer your assets to your intended beneficiaries upon your death. Unfortunately, this is not the case. In fact, a Last Will and Testament requires that the probate of your estate occurs upon your death in order for that to happen.Read More
While a child brings so much joy to your life, a child also comes with serious and complex financial concerns. This is especially true with a special needs child where the costs of necessary medical care may be significant.Read More
It is not uncommon for a friend, family member, neighbor or old classmate to reach out with a “can’t miss, you gotta get in on the ground floor” opportunity. These opportunities can range from being a part of a new business venture, a real estate opportunity or a type of loan to name just a few.Read More