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...
by Christine | Dec 21, 2015 | Estate Planning, Guardianships |
The short answer is: it depends. This is a question we get a lot, and one we typically discuss at length with non-married parents during our planning sessions. When one of the parties of a divorce decree dies, this will end the custody agreement because there’s no...
by Christine | Dec 18, 2015 | Inheritance, Inherited IRAs, Investments |
Inheritances mostly occur at the same time as great losses. Individuals deep in the grieving process should not make large decisions of any kind at this time. If an experienced financial professional can make mistakes when dealing with an inheritance, imagine the bad...
by Christine | Dec 17, 2015 | Pet Trust |
Every dog has his day, but this particular dog is having his day in Court! When one of the creators of The Simpsons passed away, he left his beloved dog in the care of a dear friend. But the estate of Sam Simon has so far not been able to reach an agreement with how...
by Christine | Dec 16, 2015 | Estate Planning |
Wills and trusts lawyers in Torrance handle so much more than just the creation of legal documents. One of the most important parts of the job is educating and guiding clients through their options, which often depend on the client’s unique financial and family needs....
by Christine | Dec 15, 2015 | Estate Planning |
Wrap up 2015 with five smart estate planning moves that will help you protect your assets, your family and start 2016 off on a solid foundation. Have you experienced a notable life or financial change in 2015 such as the purchase or sale of real estate, birth of a...
by Christine | Dec 14, 2015 | Estate Planning, Wills |
Beloved and respected actor and director Lord Richard Attenborough included his final wishes in his will, which were extremely specific and somewhat unusual. Because he made his wishes clear, they will be carried out by his heirs. When the probate records of Richard...
