by Christine | Feb 29, 2016 | Estate Planning, Trusts |
With living trust scams on the rise both nationally and in California, many seniors are being tricked into buying costly and unnecessary financial products which jeopardize their long-term security. Preying on loneliness and common fear of the unknown among seniors,...
by Christine | Feb 28, 2016 | Estate Planning, Retirement Planning |
We'd all rather plan a vacation than confront our own mortality. But planning for retirement, estate planning and vacation planning are all necessary to achieve your goals. The same people who put off estate planning have no problem finding the time to plan their...
by Christine | Feb 27, 2016 | Estate Planning |
Some law students are getting the opportunity to represent men and women who have served in the military. A lieutenant colonel serving in the U.S. Army Reserves was in Afghanistan on his third tour of duty, suffering from Post-Traumatic Stress Disorder (PTSD) and...
by Christine | Feb 26, 2016 | Estate Planning |
The first quarter of the year is a good time to review your estate plan. It may not need any changes – but chances are good something in your life has changed and your plan may be outdated. Over the course of time, things change that have an impact on your estate...
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...
by Christine | Feb 5, 2016 | Asset Protection, Estate Planning, Financial Planning |
You may never win a jumbo lottery jackpot, but you might come into a large sum of money in other ways. Having an idea of what to do and not to do will protect a surprise windfall. What is more fun than daydreaming about what you would do with a billion dollars? The...
