by Christine | Jan 5, 2015 | Advanced Health Care Directive, Asset Protection, Elder Law, Estate Planning, Estates, Inheritance, Living Trust, Power of Attorney, Probate, Trusts, Wills |
Have a plan for your estate; either you decide or someone else does. Make this your New Year's Resolution for 2015 & get your estate planning documents in order by answering a few simple questions. Year-end is a great time to evaluate your estate...
by Christine | Jan 1, 2015 | Advanced Health Care Directive, Asset Protection, Estate Plan, Estates, Living Trust, Power of Attorney, Probate, Trusts, Wills |
"There are no 'do-overs' after you agree to a settlement," says Vickie Adams, a certified financial planner and certified divorce finance analyst in San Pedro, Calif. "After 50, you'll have fewer years to recoup from financial errors, so...
by Christine | Dec 31, 2014 | Asset Protection, Business Succession Planning, Estate Plan, Estate Tax, Roth IRA, Tax Planning |
Continual planning is essential for finding opportunities that will reduce the financial burden. Several options exist to help corporations retain wealth and reduce taxes legally. At the end of the business year 2014, companies will be examining data to see if there...
by Christine | Dec 30, 2014 | Asset Protection, Assets, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Managing an estate can be complicated and overwhelming, but libraries can often be sources of hidden value, and thus should not be ignored. There's always a chance that tucked away in that library are a few rare first editions or hard-to-find antique items. But if...
by Christine | Dec 29, 2014 | Asset Protection, Estate Planning, Tax Planning |
Cash-strapped millennials are slipping into the red. In fact, their savings rate has dipped to negative 2%, meaning that they're spending more than they have. The unemployment rate was down to 5.8% last month and the U.S. economy added 214,000 jobs. However, a...
by Christine | Dec 28, 2014 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Once someone dies there is much work to be done. These are a few suggestions to help you get administratively organized for death. To make death easier for all involved, it’s critical to plan some of the issues related to death far in advance with some contemplation...
