by Christine | Jul 24, 2015 | Elder Law, Estate Planning, Estates, Living Trust, Trusts, Wills |
Unlike previous generations, the baby boomers are more concerned with having enough money to last through their retirement years than with leaving substantial assets to their heirs and to charities. But they are still concerned with leaving a legacy for their...
by Christine | Jul 22, 2015 | Elder Law, Estate Planning, Estates, Retirement Planning, Trusts, Wills |
Don’t wait until the very last minute to make sure you are prepared, says Michael H. Milarski, a partner and senior financial advisor with Signature Financial Planning. Are you sure you’re ready to retire? You may have a few items to address before your golden years...
by Christine | Jul 20, 2015 | Asset Protection, Estate Planning, Estates, Family Home, Inheritance, Living Trust, Medi-Cal Long Term Care, Tax Planning |
Let's take a closer look at what a life estate is and how using one could help you save your family home. Home is where the heart is. The thought of losing your home can be devastating. What options do you have to prevent this from happening? Motley Fool’s recent...
by Christine | Jul 17, 2015 | Estate Planning, Estates, Inheritance, Probate, Trusts, Wills |
A bar owner who never attended college has left $200,000 to the alma mater of her best customers. Ida F. Meyer of Lake Placid, Fla., died March 22 at 103 years of age. “I might as well give it back to the College,” she told her attorney Michael A. Rider, during her...
by Christine | Jul 15, 2015 | Elder Law, Estate Planning, Estates, Trustee, Trusts |
Many people set up trusts to help provide for loved ones and favorite causes after they pass away. A trust can help manage the wealth you wish to transfer and ensures the efficient distribution of assets—such as property or a sum of money—over a set period of time....
by Christine | Jul 14, 2015 | Elder Law, Estate Planning, Estates, Trusts, Wills |
What can you do to push past the emotional aspects of estate planning to make sure your surviving family members can successfully deal with issues that may arise after you pass away? Start early. Patrick Severo is the senior vice president and financial advisor at RBC...
