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In 2008, Congress proclaimed the third week in October as National Estate Planning Awareness Week. The resolution noted “Many Americans are unaware that lack of estate planning and financial [...]

A “Pay on Death Account,” also known as a “Transfer on Death Account” (commonly called a P.O.D. or T.O.D. account), is an account at a financial institution that allows payment of the funds in [...]

Reclusive heiress, Hugette Clark, daughter of copper tycoon and former U.S. Senator, William Clark, passed away in May leaving behind an estate that is estimated at over $400 million. The estate [...]

While most grandparents go to their grandchild’s baseball game and think about them hitting the ball out of the park or making a fantastic diving catch, when I attended my granddaughter’s [...]

I recently read a book about financial issues for women that I highly recommend. Sarah Van Breathnach was a woman who seemed to have it all. She was a best-selling author, had a cottage home in [...]