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One Property, Many Probates
Estate Planning 101 By Attorney Marlene S. Cooper 10/17/19 On several occasions I have handled multiple probates for the same piece of real estate. When someone passes away owning real estate that is not in a living trust or owned in joint tenancy with another person, the property must go through probate to change the ownership to the benefi ciaries under a will (or the heirs at law if there is no will). |
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Be Careful with the Family Home
Estate Planning 101 By Attorney Marlene S. Cooper 10-24-19 Thoughts of “the family home” usually bring fond memories – a familiar place that serves as an anchor for relatives and friends. I have many clients who have lived in their homes for three or four decades and now, in spite of the economic downturn, enjoy a substantial increase of their home’s value over the original purchase price. In many families, the home is the major asset and often, after many years of ownership, it is free and clear of a mortgage... 
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Millennials May Need to Boost Life Insurance
Financial Focus submitted by Arnetta Tolley, Edward Jones Financial Advisor 10/17/19 If you’re a Millennial – born between 1981 and 1996 – you’re either in the very early or relatively early stages of your career, and as the old song goes, you’ve got a lot of living to do. Still, it’s not too soon to think about a fi nancial issue you may have overlooked: the need for life insurance. |
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What to Do if You Have to Do it All: Guidance for the One Person Fundraising Shop
FUNdraising Good Times by Mel and Pearl Shaw 10/10/19 Sometimes you are the one person responsible for fundraising for your organization. When that’s the situation our guidance is this: start small and plan BIG. The most important thing to know – and act on – is that you must have a well-defined job description... READ MORE |
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“Don’t Wait to Probate”
Estate Planning 101 By Attorney Marlene S. Cooper 10/10/19 I was fi rst introduced to the court proceeding called “probate” as a result of a frantic call I received soon after I began practicing law. The caller, a real estate agent, was handling an escrow and found that the sale couldn’t be completed because the seller (his client) didn’t have title to the property...READ MORE |
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Don’t Change 401(k) Mix During Market Drops
Financial Focus submitted by Arnetta Tolley, Edward Jones Financial Advisor 10/10/19 As you’re well aware, we’ve seen some sudden and sizable drops in the fi nancial markets in 2019. While market volatility is nothing new, the recent plunges happened during a period of general political and economic unease. Still, it can be harmful to overreact to such events – especially if it means making radical changes to your 401(k)...READ MORE |
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Creating a Sense of Urgency
FUNdraising Good Times by Mel and Pearl Shaw 10/3/19 Have you ever wondered why your fundraising efforts seem to stall, not get off the ground, or never come to an end? We suspect your campaign isn’t working with a sense of urgency. There are so many things that need to go right in order for a fundraising campaign to be successful. One of them is creating a sense of urgency. This should be set during the planning phases: you cannot recover once you set another standard. [Read More] |
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“Probate - An Overview”
Estate Planning 101 By Attorney Marlene S. Cooper 10/3/19 As a general rule, the way title to property is held on the date of a person’s death determines the procedure that must be used to change the title from the deceased person’s name into that of his or her heirs. If the property has been placed in a living trust...[Read More] |
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How Can You Make Your Money Last During Retirement?
Financial Focus submitted by Arnetta Tolley, Edward Jones Financial Advisor 10/13/12 It’s probably safe to say that many of us are concerned about having enough money to cover our retirement years. In fact, some surveys have shown that we are more frightened of running out of money than we are of dying. What can you do to help alleviate these fears?...[Read More] |
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What Makes a Good Fundraising Program?
FUNdraising Good Times by Mel and Pearl Shaw Does meeting your organization’s fi nancial goal defi ne the success of your fundraising program? If you receive a windfall gift that takes you over the top, do you feel prepared to meet next year’s goal? How does meeting or exceeding an annual fundraising goal tie to sustainable fundraising success? [Read More] |
Can “AI” Help You Become a Better
Financial Focus submitted by Arnetta Tolley, Edward Jones Financial Advisor
For the past several years, artifi cial intelligence – or AI – has increasingly fo
und a place in many walks of life. Almost certainly, you use some form of AI, whether it’s your time on social media, your use of mobile banking, the navigation system you rely on for directions, or any of the many other AIdriven applications relevant to your daily life..[Read More]
Financial Focus submitted by Arnetta Tolley, Edward Jones Financial Advisor
For the past several years, artifi cial intelligence – or AI – has increasingly fo
und a place in many walks of life. Almost certainly, you use some form of AI, whether it’s your time on social media, your use of mobile banking, the navigation system you rely on for directions, or any of the many other AIdriven applications relevant to your daily life..[Read More]
“Secrets that Should be Told”
Estate Planning 101 By Attorney Marlene S. Cooper
One of the primary reasons that living trusts are favored is that, unlike a will, they are not subject to public inspection. A will becomes a public document when it goes through probate. On the other hand, a living trust is not subject to probate and thus the grantor can keep his or her affairs private. [Read More]
Estate Planning 101 By Attorney Marlene S. Cooper
One of the primary reasons that living trusts are favored is that, unlike a will, they are not subject to public inspection. A will becomes a public document when it goes through probate. On the other hand, a living trust is not subject to probate and thus the grantor can keep his or her affairs private. [Read More]
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Who Calls the Shots at Your Nonprofit?
FUNdraising Good Times by Mel and Pearl Shaw Sometimes the multitude of decisions that need to be made can be overwhelming. If you are a nonprofi t leader you know that the need to make decisions is never ending. But how do you make decisions? Better yet, how does the organization make decisions?... [Read More] |
