by Christine | Feb 24, 2016 | Beneficiary Designation, Beneficiary Forms, Estate Planning |
We can't say it often enough: make sure to update your beneficiary designations. Even if you never get divorced or have children, you should still check those designations every few years. Updating beneficiary designations is usually the simplest part of estate...
by Christine | Feb 24, 2016 | Estate Planning, Medi-Cal Long Term Care |
Don't wait until your family is grappling with a crisis to discuss these four important subjects. Candid conversations will help the decision-making process when the tough calls must be made. The challenges facing seniors and their adult children can be placed...
by Christine | Feb 6, 2016 | Charitable Giving, Estate Planning, Inheritance |
Accumulating wealth solely for the purpose of leaving a hefty estate is not the only way to look at estate planning. What's wrong with enjoying your wealth before you pass? Make no mistake. Estate planning is, and should be, a serious business, along with...
by Christine | Feb 5, 2016 | Asset Protection, Estate Planning, Financial Planning |
You may never win a jumbo lottery jackpot, but you might come into a large sum of money in other ways. Having an idea of what to do and not to do will protect a surprise windfall. What is more fun than daydreaming about what you would do with a billion dollars? The...
by Christine | Feb 4, 2016 | Estate Planning, Trusts, Wills |
Without the benefit of pre-death conversations, you may not know that Mom stashed her last will and testament under the floorboards of Dad's old Corvette. Stranger hiding places have been uncovered! What steps can you take when a parent passes away without sharing...
by Christine | Feb 2, 2016 | Estate Planning, Trustee, Trusts |
Incorporating trusts in your estate planning provides more options for you and your heirs. But the same characteristics that you seek in a friendship are not the same things you look for when picking a trustee. Trusts offer many advantages in estate planning. Privacy,...
