by Christine | Jul 27, 2011 | Elder Law, Estate Planning, Retirement Planning |
Think your estate planning is done once you've gone to the trouble of making a will? Think again. All your hard work can be undone with a stroke of a pen when you open a bank, brokerage or retirement account. What is the quickest way to un-do an otherwise...
by Christine | Jul 26, 2011 | Elder Law, Tax Planning |
The biggest lesson may be that contracts, invoices, and good record-keeping are just as important in a family or related party setting as they are anywhere else. Sometimes the biggest mistakes are also the most mundane, and those can make for an awful headache for...
by Christine | Jul 25, 2011 | Elder Law, Estate Planning, Medi-Cal Long Term Care |
An Alzheimer’s diagnosis is a devastating blow, one that requires immediate action to ensure the financial resources built over a lifetime can sustain a person through this progressive and fatal disease. A diagnosis of Alzheimer’s disease can be devastating for...
by Christine | Jul 23, 2011 | Estate Planning |
If you are a property owner, you should be well aware of the type of ownership you have and consult your estate planner regarding the best ways to protect your estate's rights to the full value of your property. Many people own property without truly understanding...
by Christine | Jul 13, 2011 | Estate Planning |
If you’re paying on a life insurance policy — or you’ve ever bought one — track it down and give your heirs complete information about it: Where the paperwork is, the policy number, the insurance company, the agent who sold it to you and all other relevant...
