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Brian Gerard Doherty's Answers (12)

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IRA tradtional and simple mfs fund change to variable annuity at advice of finanncial planner??

Brian's answer | Answered on April 01, 2010

Unfortunately, whenever a so-called investment advisor recommends the purchase of an annuity, particularly a variable annuity, the primary...

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Can durable power of attorney be granted in both brothers' names simultaneously that protects each individual inheritance?

Brian's answer | Answered on April 01, 2010

It is important for you to understand that estate planning matters involve many considerations and can become quite sophisticated. This is...

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