It is important for those who have worked hard to stay in control of their assets for themselves and for the benefit of their families. Maintaining control of your assets and letting trusted agents take over at the right time is an important aspect of planning and asset protection. Putting a plan in place now […]
Kathryn Bowman will be contributing to the “Elder Law and Elder Care Panel” at the April 2014 meeting of Morgan Stanley’s “Wealth Wisdom for Women” professional group. The meeting will be held on Wednesday, April 16th, 2014, from 12:00 PM to 1:00 PM at the Morgan Stanley Board Room, located at 700 Spring Forest Road, […]
Everyone should work toward being debt-free by the time they retire. Freedom from all outstanding monthly payments (mortgages, car loans, or real credit card debt) will help you live comfortably in retirement and make it less likely that you will run out of money—even if you live longer than expected. Most retirees who are debt […]
Read “Money Secrets”
The information provided in this site is for informational purposes only. The information you obtain is not legal advice & is not intended to be legal advice. The receipt of this information does not establish attorney-client privilege. Proper legal advice can only be given upon consideration & evaluation of all the relevant facts and laws. Therefore, you should contact an attorney for advice regarding your specific situation.