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Estate Planning Lessons Learned From My Mom’s Estate

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA My mother passed away at age 84.  While her estate was fairly modest, here is some estate planning lessons we learned about her estate. Give While You Are Alive My mom’s estate was modest.  She had a house, a car… Continue Reading: Estate Planning Lessons Learned From My Mom’s Estate

The Difference Between Tax-Free and Taxable Investments

This article, last updated in December 2023, is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA. Investors need to know the difference between tax-free and taxable investments. Tax-Free Investments One way to have tax-free investments is to own state or municipal bonds. The interest paid on these bonds is not taxable… Continue Reading: The Difference Between Tax-Free and Taxable Investments

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