by Christine | Jul 13, 2011 | Estate Planning |
If you’re paying on a life insurance policy — or you’ve ever bought one — track it down and give your heirs complete information about it: Where the paperwork is, the policy number, the insurance company, the agent who sold it to you and all other relevant...
by Christine | Jul 11, 2011 | Estate Planning |
Most experts recommend creating a comprehensive folder of documents that family members can access in case of an emergency, so they aren't left scrambling to find and organize a hodgepodge of disparate bank accounts, insurance policies and brokerage accounts. The...
by Christine | Jul 8, 2011 | Elder Law, Estate Planning, Medi-Cal Long Term Care, Tax Planning |
The economy is starting to show some life in a number of sectors but, unfortunately for many, the housing market is not one of them. The good news for the crafty estate planner is that the poor housing market coupled with the tax laws that went into effect with last...
by Christine | Jul 6, 2011 | Estate Planning |
You will be better served to create a trust that rewards your adult children for achieving results than to use money to control every aspect of their lives. There is an old saying, quite true, that wealth is difficult to amass but easy to squander … especially by...
by Christine | Jul 1, 2011 | Estate Planning, Retirement Planning |
For retirees calling it quits from the 9-to-5 world, it might be worth considering another career move: landlord. In today’s economy, it seems that everything old is new again … albeit with a bit of a twist. Years ago, it was common for older couples – and frequently...
by Christine | Jun 30, 2011 | Estate Planning |
There’s no doubt that many Baby Boomers are planning for the future …but even the savviest among them may overlook one crucial element in their estate plan: a letter of final instruction. If you’re a member of the Baby Boomer generation, there’s a good chance you have...
