by Christine | Mar 16, 2015 | Advanced Health Care Directive, Asset Protection, Estate Plan, Estate Planning, Inheritance, Living Trust, Power of Attorney, Probate, Tax Planning |
Follow This Guide for Help. Whether you want to provide for your family after your death or you just want to ensure that the process is as easy as possible for your family, estate planning is the easiest way to accomplish your goals. What exactly is estate planning?...
by Christine | Feb 23, 2015 | Estate Plan, Estate Planning, Living Trust, Trusts, Wills |
People have many options today for creating their own estate planning documents. Forms can be purchased quickly from websites and books. However, trying to create your own estate plan can actually be more expensive than hiring an attorney. Everyone knows that...
by Christine | Jan 29, 2015 | Asset Protection, Assets, Conservatorships, Elder Law, Estate Plan, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, Living Trust, Probate, Retirement, Retirement Planning, Special Needs, Tax Planning, Trusts, Wills |
“We’re not surprised by the fact that people don’t know a lot about retirement income planning,” says David Littell, program director at the American College. “I was surprised at how badly they did.” Could you pass a retirement literacy test? Apparently, 80% of...
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 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...
