Servicemen’s Widows – And Potential Resources Available
In this episode, Lisa Shoalmire and John Ross discuss some financial resources that could be available to widows of the servicemen who have served our country through the Armed Forces.
surviving spouse
Estate Plans | Catch the issues before they catch you
In this episode, John Ross and Lisa Shoalmire discuss estate planning and how to avoid some common problems before they make things very difficult.
Late-Life Marriage and What it Entails
In this episode, John Ross and Lisa Shoalmire discuss issues revolving around late-life marriages and a few things to consider before tying the knot.
Transfer of Asset Penalty | Non-Service-Connected Veteran’s Benefit Requirements
In this episode, Lisa Shoalmire and John Ross introduce a pending change to Veteran’s Benefit requirements which may end in a transfer of asset penalty if not anticipated in advance.
Intestate Succession – and the probate code
In this episode, John Ross and Lisa Shoalmire discuss what happens when someone passes away before having ever written a will. Who decides who gets what?
When the main borrower on the mortgage dies, who can do what?
In this episode, John Ross and Lisa Shoalmire discuss a recent case of Lisa’s where the widow’s name was not on the recently deceased loan, and the troubles she and others like her are likely to face.
Estates – the proverbial train wreck over a bundle of sticks
In this episode, John Ross and Lisa Shoalmire discuss estates and how quickly and easily things can get out of hand!
