Steven Peck Feb. 27, 2019 Does Anyone Really Need a Trust? The simplest definition of a trust is a three-party fiduciary relationship between the person who created the Read More
Steven Peck Feb. 22, 2019 How Can I Goof up My Estate Plan? There are several critical errors you can make that will render an estate plan invalid. Many of these can be easily avoided, by examining your plan periodically and keeping it up to date. Read More
Steven Peck Feb. 21, 2019 How Do I Include My Pet in My Estate Plan? A recent survey of pet owners showed that nearly half (44%) of pet owners have prepared for the future Read More
Steven Peck Feb. 15, 2019 What Do I Do with An Inherited IRA? Investopedia’s article, “What to Do With Your Inherited IRA,” looks at the differences between a traditional Read More
Jan. 17, 2019 Learning from Scams that Target Older Americans If it feels as if you are under attack by con artists every time you turn around, you might be correct. Read More