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November Newsletter

STOP! Don’t Designate Your Investments as “Transferable On Death”

November 8th, 2017|0 Comments

By Stanley M. Vasiliadis After his wife died, Frank, a retiree, updated his Will, Financial and Health Care Powers of Attorney, and Living Will. His Will directed that his estate, a large part of which

Social Security Beneficiaries Receive a 2% Increase in 2018

November 8th, 2017|0 Comments

In 2018, Social Security recipients will get their largest cost of living increase in benefits since 2012, but the additional income will likely be largely eaten up by higher Medicare Part B premiums. Cost of

Use Your Will to Dictate How to Pay Your Debts

November 8th, 2017|0 Comments

The main purpose of a will is to direct where your assets will go after you die, but it can also be used to instruct your heirs how to pay your debts. While generally heirs

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