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Tag Archive: advisor

Jun 24 2013

What to do when a loved one dies

Whether it’s expected or accidental, the death of a loved one can shake you to the core. The last thing you want is to have to interrupt grieving to deal with mundane tasks, but unfortunately there are many actions that must be done on behalf of the deceased. Some must be taken immediately, while with …

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Mar 17 2011

Read contracts carefully

How often are you asked to sign something? I don’t mean autographs or birthday cards, but legally and financially binding documents – everything from endorsing a check to signing a sales receipt to buying a house. Either way, they’re all contracts. In broad terms, contracts are mutually binding agreements between two or more parties to …

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