by Christine | Jun 13, 2014 | Estate Planning, Retirement, Roth IRA |
The question of which investment accounts you should tap first in retirement can often be a tricky one. But it gets even trickier if your goal is to leave money to heirs. How do you balance retirement with your estate planning goals? After all, even if you...
by Christine | Jun 12, 2014 | Estate Law, Estate Planning, Trustee, Trusts |
Here are three factors that your clients should consider when making this important decision. How do you make sure you leave the trust in the right hands? Picking a trustee can be a very difficult task. It is not the same as crafting words to paper – ink is cheap in a...
by Christine | Jun 11, 2014 | Estate Planning, Special Needs, Special Needs Children, Special Needs Planning, Special Needs Trusts |
Caring for children with special needs can require a lot of financial and logistical planning to ensure they're experiencing the best quality of life possible. There is much thought and planning that goes into caring for a child with special needs. And that...
by Christine | Jun 10, 2014 | Dementia, Elder Law, Estate Planning |
Not only can dementia lead to poor financial decision-making; it can also make sufferers susceptible to financial fraud. You cannot predict whether or not you or your spouse will develop dementia later in life. But because dementia is such a real possibility to face...
by Christine | Jun 9, 2014 | Charitable Giving, Estate Planning, Wealth Transfer |
"We say to people: 'If you do nothing, your money will go to the state. Is that what you want?' That's enough to make them want to consider something else," says Andrew Russell, a certified financial planner in San Diego. If you have no spouse or...
