Estate Planning Document Essentials

May 30, 2013 | By Steven DiGregorio

Did you know that several states have investigated some of the country’s largest insurers for failing to pay out unclaimed life policies to beneficiaries? Under policy contracts, they aren’t required to take steps to determine if a policyholder is still alive, but instead pay a claim only when beneficiaries come forward. The lesson here: It […] READ MORE


How to Avoid Probate – Pay-On-Death or Transfer-On-Death

March 27, 2012 | By Steven DiGregorio

Using a payable-on-death or transfer-on-death account is the simplest way to keep assets out of probate. With either a transfer-on-death or a payable-on-death account, you are in control. The assets in the account pass directly to your named beneficiary and bypass probate, the court proceedings that validate your will after your death and transfers property […] READ MORE


Yankees vs. Dolphins: Steinbrenner’s Final Victory

July 23, 2010 | By Steven DiGregorio

While these two teams never met on the playing field, their two iconic owners faced very different fates in the game of life. George Steinbrenner, who died recently at the age of 80, certainly came out ahead of Joe Robbie, the former owner of the Miami Dolphins who died in 1990. A victory for his […] READ MORE


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