by Christine | May 12, 2016 | Estate Planning |
If you are over 70 and ½ years old, you can donate some or all over your IRA to an eligible charity of your choice. Using a Qualified Charitable Distribution, you can donate directly from you IRA to the charity. Not only is this a great way to support your favorite...
by Christine | Apr 29, 2016 | Estate Planning |
Following the shocking death of Prince, folks across the country were equally shocked to learn that the musical genius died without a Will or Trust in place to deal with the distribution of his fortune and valuable music catalogue when he passed away. Dying without a...
by Christine | Mar 2, 2016 | Estate Planning, Litigation Probate |
Whenever an estate battle includes a non-family member, things can get rough. When millions are at stake, you can expect the battle to be as mega as the megachurch in this case. Family members are fighting to lift a shroud of secrecy following the death of a...
by Christine | Feb 29, 2016 | End of Life Decisions, Estate Planning |
Don't wait until it's too late to discuss money, death and your personal values with your heirs. If your family can't manage the discussions, then you'll at least know that another tactic is needed. We don't like to talk about money or death. Our...
by Christine | Feb 29, 2016 | Estate Planning, Trusts |
With living trust scams on the rise both nationally and in California, many seniors are being tricked into buying costly and unnecessary financial products which jeopardize their long-term security. Preying on loneliness and common fear of the unknown among seniors,...
by Christine | Feb 28, 2016 | Estate Planning, Retirement Planning |
We'd all rather plan a vacation than confront our own mortality. But planning for retirement, estate planning and vacation planning are all necessary to achieve your goals. The same people who put off estate planning have no problem finding the time to plan their...
