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Torrance CA Special Needs Planning

by Christine | May 3, 2012 | Uncategorized | 0 comments

I just recently added an educational video on special needs planning to my website. If you know of anyone who could use this type of planning, please share it with them. Check out my other educational videos on my YouTube channel. R. Christine...

Archie’s Successors … Arch-Enemies?

by Christine | May 3, 2012 | Estate Planning, Small Business, Succession Planning | 0 comments

Just because two business partners get along well doesn’t mean the next generation will do so too. When succession planning is done in advance, restrictions — or at the very least, mechanisms to dictate how decisions will be made and what procedures are to be used in...

Charitable IRA Distributions In Play

by Christine | May 2, 2012 | Charitable Giving, Elder Law, Estate Planning, Individual Retirement Accounts (IRA), Required Minimum Distribution (RMD) | 0 comments

Congress hasn't reauthorized the law allowing people to give required minimum distributions from IRAs tax-free to charity but may by the end of the year. Are you taking Required Minimum Distributions (RMD) from your IRA? Perhaps you would rather contribute your...

Will Writing Fundamentals

by Christine | May 1, 2012 | Estate Planning, Wills | 0 comments

The bottom line is if you love and cherish your family, you MUST take the time to write your will. It ensures your assets are given to your family or other beneficiaries based on your wishes. Writing your Last Will and Testament is the most basic act of estate...

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Torrance CA Special Needs Planning

Archie’s Successors … Arch-Enemies?

Charitable IRA Distributions In Play

Will Writing Fundamentals

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