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Digital Assets Need to Be Included in Estate Plan

Posted by Nina Whitehurst | May 02, 2018 | 0 Comments

It has been nearly impossible for the family of the deceased to gain access to digital accounts in the past.  However, there is some progress. In response to the problem of digital accounts of the deceased being accessed for an estate, some state legislators have slowly been passing new ...

New Broker Rule in Effect

Posted by Nina Whitehurst | Mar 02, 2018 | 0 Comments

A new rule designed to prevent financial abuse of the elderly requires additional information. FINRA, a self-regulatory agency for brokers, has just implemented a new rule to help stop the financial abuse of the elderly even before it begins, according to Consumer Reports in "New Ways to...

Children May Need More than Inheritance

Posted by Nina Whitehurst | Feb 19, 2018 | 0 Comments

Information and education can go a long way in helping your children to use an inheritance wisely. Mistakes can be made by children who inherit money but lack the information on how to deal with it maturely and wisely, according to Nasdaq in "5 Things Your Kids Should Know Before They In...

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