by LM2 | Mar 21, 2024 | Estate Planning |
Planning for death or incapacity isn’t a pleasant topic, but ensuring your affairs are in order can give peace of mind and ease the burden on your loved ones. A revocable living trust is a valuable tool in any sound estate plan to help accomplish these goals....
by LM2 | Mar 14, 2024 | Estate Planning, Insurance, LIfe Insurance |
Life insurance isn’t just about protecting your loved ones financially when you’re gone; it’s an essential part of sound estate planning. Choosing the right policy offers peace of mind, allows you to leave a legacy, and potentially mitigates tax...
by LM2 | Mar 8, 2024 | Estate Planning |
We all know how the Cinderella story went – widowed dad, wicked stepmother, squandered inheritance. Unfortunately, it’s not just a fairy tale risk. Without careful planning, a spouse’s passing followed by a later remarriage can leave children from your...
by LM2 | Feb 28, 2024 | Estate Planning, Wills |
Drafting a will is a significant milestone in safeguarding your legacy. But once the ink is dry and your wishes are clearly outlined, a critical question remains: Who should actually have a copy of your will? Let’s unpack this, with advice from a Torrance estate...
by LM2 | Feb 21, 2024 | Estate Planning, Trusts |
As tax season rolls around, it’s not just a time for crunching numbers; it’s also the perfect opportunity to review your living trust. With your financial information already in order and at your fingertips, a trust review can be a seamless part of your...
