Posts for category: Estate Planning

Estate Planning

July 20, 2017 / Hoover Financial Advisors

Should I Add a Joint Owner to my Financial Accounts?

The below article was written by Douglas Kaune, Esquire. Doug is an estate planning attorney practicing with Unruh, Turner, Burke & Frees. At HFA, our advisors review this question with clients often and we […]

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Estate Planning

May 11, 2017 / Peter K. Hoover

7 Estate Planning Mistakes to Avoid

Earlier this week, HFA hosted our first Lunch & Learn event of 2017.  The topic was the 7 Estate Planning Mistakes to Avoid presented by speaker Douglas Kaune, Esquire. Doug is […]

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Estate Planning

August 6, 2015 / Gerald D. Fahey

What if Today is “The Day”?

Our most recent blog provided some useful information regarding consumer credit, credit reports and identity theft protection – we hope you had a chance to read it (and in the […]

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Estate Planning

June 25, 2015 / Philip Gagliardi

Planning a Family Meeting

We have seen this situation a number of times: We receive a phone call from one of our client’s children. Their mother/father (our client) has fallen ill and are no […]

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Estate Planning

May 28, 2015 / Hoover Financial Advisors

The Ten Worst Estate Planning Mistakes

*David is a trusted colleague of Hoover Financial Advisors.  He is an attorney at Unruh Turner Burke & Frees, and currently heads the Firm’s Trust, Estate and Wealth Preservation Section, […]

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Estate Planning

March 20, 2015 / Hoover Financial Advisors

Last Will & Testament: Add a Letter Covering These 14 Wishes

Having a will is necessary, but there is a great deal of information the legal document does not include. Here’s what to cover in a supplemental letter that specifies preferences, discloses critical logistic […]

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