by Christine | Jan 22, 2015 | Asset Protection, Estate Planning, Inheritance, Living Trust, Probate, Trusts |
In all likelihood, [film director] Nichols had a "revocable living trust," that contained the dispositive provisions of his estate so that his wishes were shielded from the public. Celebrities and high-profile estates tend to be a hot topic in...
by Christine | Jan 21, 2015 | Asset Protection, Assets, Estate Plan, Estate Planning, Estates, Gift, Inheritance, Living Trust, Probate, Trusts, Wills |
Gifting can be an estate planning tool, for you can save on future estate taxes and have the pleasure of watching your dollars work for your children or grandchildren while you are still alive. If you're tired of the standard store-bought items for gifts, you may...
by Christine | Jan 20, 2015 | Advanced Health Care Directive, Asset Protection, Elder Law, End of Life Decisions, Estate Plan, Estate Planning, Estates, Inheritance, Living Trust, Medi-Cal, Medi-Cal Long Term Care, Medicaid, Nursing Home, Power of Attorney, Probate, Retirement Planning, Special Needs, Tax Planning, Trusts, Wills |
Wouldn’t knowing someone will step in if you become incapacitated create a little peace of mind? Wouldn’t knowing that your family is taken care of create even more peace of mind? Wouldn’t knowing there is a plan in place – a plan you developed – if something...
by Christine | Jan 19, 2015 | Asset Protection, Estate Planning, Inheritance, Probate, Tax Planning |
The secret, experts say, is to find a balance between keeping some comforting traditions and letting go of ones that obviously no longer fit. How do you manage the holidays on a retiree budget? If you are a retiree or will be retiring in the coming year or years, then...
by Christine | Jan 16, 2015 | Annuity, Asset Protection, Estate Planning, Estates, Individual Retirement Accounts (IRA), Tax Planning, Trusts |
There were five changes that occurred in 2014 that everyone planning for retirement needs to know about. The phrase "roll with the changes" may be 2014's retirement planning motto. While we could review political, economic and international, those...
by Christine | Jan 15, 2015 | Asset Protection, Estate Plan, Estate Planning, Estates, Inheritance, Living Trust, Portability, Power of Attorney, Probate, Tax Planning, Trusts, Wills |
“For those who are single, whether they’ve always been single or they find themselves single again, there are some unique [estate-planning] issues,” says Doug Rothermich, managing director, wealth-planning strategies at TIAA-CREF. Married couples usually can see the...
by Christine | Jan 14, 2015 | Conservatorships, Estate Plan, Estate Planning, Estates, Inheritance, Living Trust, Probate, Trusts, Wills |
There is no magic formula or solution available for transferring personal property because each family and their possessions are different. However, the Extension program "Who Get's Grandma's Yellow Pie Plate?" suggests there are some factors for...
by Christine | Jan 13, 2015 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Leave it to Beaver? Or do you prefer to leave your estate to someone else? Today’s families are a lot different than Ward and June Cleaver. There are more families today with non-traditional situations than ever before. This makes financial and estate planning all the...
by Christine | Jan 12, 2015 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Yes, nobody relishes thinking about the day when they will no longer be around. But with a little effort and foresight, you can give your family the ultimate gift: a piece of mind. Here's a quick checklist of estate planning essentials. Not really ready for an...
by Christine | Jan 9, 2015 | Asset Protection, Estate Plan, Estates, Gun Trusts, Inheritance, Probate, Trusts, Wills |
By putting ownership in trust and designating a knowledgeable person to oversee an individual’s firearms, the chance of such issues arising is minimized. Plus, paperwork requirements for transferring guns are streamlined and the trust prevents information about a...
