by Christine | Dec 24, 2015 | Estate Planning |
As you work with a trust attorney in Torrance, California, you will likely end up making a list of your assets. Some of these are tangible, such as property and heirloom jewelry. Others are not so obvious and could include important documents related to marital status...
by Christine | Dec 24, 2015 | Uncategorized |
When and how to file for Social Security benefits is not simple. How old you and your spouse are when you file for Social Security can have a huge impact on your lifetime benefits. A national study shows that informed individuals make far better decisions, while...
by Christine | Dec 24, 2015 | Charitable Giving, College Planning, Estate Planning, GIfting, Individual Retirement Accounts (IRA) |
Before you plan your New Year's Eve festivities, take some time for end of the year financial tasks. Tidying up money matters before the year's end will help you begin the New Year with a fiscal advantage! We love making New Year's resolutions. But more...
by Christine | Dec 23, 2015 | Estate Planning, Inherited IRAs, Required Minimum Distribution (RMD) |
Tis' the season to take required minimum distributions, right? Inheriting an IRA can be a financial blessing but you have to be extremely careful about withdrawing the funds. There are a number of mistakes you can make that can result in a missed opportunity for...
by Christine | Dec 22, 2015 | Estate Planning, Mortgage, Probate |
When setting up an estate plan, most people are concerned with what will happen to their belongings: money, jewelry, house, etc. But little thought is ever given to what will happen to their debts when they pass away, notably their mortgage. For years, many people...
