Abuela’s 11th Passing Anniversary
TRANSCRIPT (more or less): Whenever I’m asked why I do what I do, one person comes to mind: My grandmother. Today is the 11th anniversary of her passing and it feels like just yesterday I was watching her mind deteriorate due to Alzheimer’s disease. Until you have experienced a close family member or friend […]
On the Spot: Fady Maghak and Victor Fernandez
This month, I sat with Fady Maghak and Victor Fernandez of the AM WEALTH MANAGEMENT GROUP of Janney Montgomery Scott LLC, two outstanding individuals who offer a high level of attention both to financial portfolios and to clients. How did you get started in this business? Our team, The AM Wealth Management Group of […]
Why an Estate Plan Should Be A Part Of Your Hurricane Preparedness Plan
When you think hurricanes, you think Estate Planning, right? Oh wait, I guess that’s just me. Hurricanes bring about destruction, loss of power, short supply, and, well, I can’t help but compare this to a heavily litigated Probate or Guardianship case. When an estate that does not have an effective plan falls into Probate, or […]
Durable Financial Power of Attorney: How It Works
A durable power of attorney for finances — or financial power of attorney — is a simple, inexpensive, and reliable way to arrange for someone to manage your finances if you become incapacitated (unable to make decisions for yourself). A financial power of attorney is a good document to make for yourself, but it can […]
Making Final Arrangements When You’re Terminally Ill
Writtten by: Craig Meadows, Guest Writer There are many decisions to make upon learning you have a terminal illness, not the least of which are your end-of-life arrangements. From how you want end-of-life medical care handled to how you’ll provide for children after you’re gone, there’s a lot to consider as you face your final […]
On the Spot: Angel Gonzalez, Debt Elimination Specialist
Hi Angel, what brings you around? You asked me to come here (he says with a smirk). 😊 You’re right. I did. Would you rather be in a real-life version of the Walking Dead or a real-life version of Game of Thrones? (and of course, why) I’d have to say GoT. You can’t have […]
How do I create an Estate Plan?
Many potential clients, acquaintances and friends (sometimes fearfully) ask me how do they create an estate plan? Like many things, the unknown is most times the scariest part of undertaking a large project like an Estate Plan. The most important part of what I do is take the burden off of their shoulders and create […]