by Christine | Feb 26, 2016 | Estate Planning |
The first quarter of the year is a good time to review your estate plan. It may not need any changes – but chances are good something in your life has changed and your plan may be outdated. Over the course of time, things change that have an impact on your estate...
by Christine | Feb 25, 2016 | End of Life Decisions, Estate Planning |
Sometimes it's easier to have a conversation on a difficult topic when you focus on the non-emotional aspects of the subject being discussed and have a checklist in hand. For a generation that is proud of their ability to ignore all kinds of taboos, millennials...
by Christine | Feb 25, 2016 | Estate Planning |
Your estate plan needs to be refreshed every so often because life's circumstances are always changing. You might be unaware of how much the changes will impact your estate. From Forbes, we learn that 51% of Americans age 55 – 64 don't have a Will. That's...
by Christine | Feb 24, 2016 | Beneficiary Designation, Beneficiary Forms, Estate Planning |
We can't say it often enough: make sure to update your beneficiary designations. Even if you never get divorced or have children, you should still check those designations every few years. Updating beneficiary designations is usually the simplest part of estate...
by Christine | Feb 24, 2016 | Estate Planning, Medi-Cal Long Term Care |
Don't wait until your family is grappling with a crisis to discuss these four important subjects. Candid conversations will help the decision-making process when the tough calls must be made. The challenges facing seniors and their adult children can be placed...
by Christine | Feb 6, 2016 | Charitable Giving, Estate Planning, Inheritance |
Accumulating wealth solely for the purpose of leaving a hefty estate is not the only way to look at estate planning. What's wrong with enjoying your wealth before you pass? Make no mistake. Estate planning is, and should be, a serious business, along with...
by Christine | Feb 5, 2016 | Asset Protection, Estate Planning, Financial Planning |
You may never win a jumbo lottery jackpot, but you might come into a large sum of money in other ways. Having an idea of what to do and not to do will protect a surprise windfall. What is more fun than daydreaming about what you would do with a billion dollars? The...
by Christine | Feb 4, 2016 | Caregivers & Caregiving, Elder Law |
Every New Year's Day, we get a gift of a fresh new year with 525,600 minutes. Treat time as a finite and precious resource that cannot be renewed, and you'll enrich your year. Weren't we just getting ready for the holiday season? It happened again –...
by Christine | Feb 4, 2016 | Estate Planning, Trusts, Wills |
Without the benefit of pre-death conversations, you may not know that Mom stashed her last will and testament under the floorboards of Dad's old Corvette. Stranger hiding places have been uncovered! What steps can you take when a parent passes away without sharing...
by Christine | Feb 2, 2016 | Estate Planning, Trustee, Trusts |
Incorporating trusts in your estate planning provides more options for you and your heirs. But the same characteristics that you seek in a friendship are not the same things you look for when picking a trustee. Trusts offer many advantages in estate planning. Privacy,...
