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September 2012

Miles Davis

by Jennifer Santini September 28, 2012 In the News

May 25, 1926 – September 28, 1991 Born Miles Dewey Davis in Alton, IL, Davis was a famous jazz musician for nearly fifty years. In 1944, Davis sat in on trumpet with a band that […]

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The “Power of Attorney” in Real Life

by Maggie Green September 25, 2012 Estate Planning 101

Some clients know how important the Power of Attorney document is. They may have acted as attorney-in-fact for a spouse or an elderly relative. Or they may have experienced first hand the challenges created when […]

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Reverse Mortgages

by Jennifer Santini September 20, 2012 Real Estate

A reverse mortgage is when the owner of the home withdraws equity from the home and receives cash either as a lump sum, installment payments, line of credit or combination thereof. Reverse mortgages seem to […]

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Guardian & Trustee … should they be one in the same

by Jamie Held September 17, 2012 Estate Planning 101

I often get the question, “should our guardians and trustees be the same people?”  I always give the same answer, “I cannot answer that for you because I do not know the people in your […]

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Financial Checkups

by Maura Albrecht September 12, 2012 Guest Articles

Do you live in the moment or are you always waiting for tomorrow? Do you look forward to the future with excitement or fear? How do you Live?   “According to two doctors (Rowe and […]

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Mother Teresa

by Jennifer Santini September 5, 2012 In the News

August 26, 1910 – September 5, 1997 Mother Teresa was born Agnes Gonxha Bojaxhiu in Skopje in the Balkans. Mother Teresa pursued her life as a missionary at the age of 18 when she entered […]

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by Christi Cottrell September 4, 2012 Estate Planning 101

PART VII: WRAPPING UP  “The song is ended (but the melody plays on). “ ~Irving Berlin (composer) & Beda Loehner (lyricist) All good things must come to an end. Hopefully this series has succeeded in […]

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