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...
