by Christine | Oct 27, 2014 | Advanced Health Care Directive, Asset Protection, Conservatorships, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Estates, Inheritance, Trusts, Wills |
Thanksgiving weekend is a time to reflect, visit family, and of course, eat your fair share of pie. And while we may be thankful for the people and the wealth in our lives, not enough of us have planned to protect all that we have. Pass the pie please! And not just...
by Christine | Oct 24, 2014 | Asset Protection, Bankruptcy, Bequest, Individual Retirement Accounts (IRA), Inheritance, Inherited IRAs, IRA Rollover, Irrevocable Trust, Living Trust, Probate, Trusts, Wills |
As a result, financial advisers and families are taking steps to shield IRA assets for children and other beneficiaries in case those heirs ever find themselves in bankruptcy proceedings. Is your IRA protected from creditors in the event of bankruptcy? Not anymore....
by Christine | Oct 20, 2014 | Estate Planning, Estates, Guardianships, Inheritance, Power of Attorney, Probate, Trusts, Wills |
If you want to stay in control of your money and medical decisions until the end, here are the five most important estate-planning documents you need to have. If you aren't sure which estate planning tools you really need, at least start with the basics. A...
by Christine | Sep 25, 2014 | Conservatee, Conservator, Conservatorships, Estate Plan, Estate Planning, Inheritance, Living Trust, Living Will, Long Term Care, Long Term Care Insurance, Medi-Cal Long Term Care, Medicaid, Medical Directives, Probate, Trusts, Wills |
The most important thing for any patient with a long-term illness is to focus on his overall health and mental outlook. Having financial plans in place allows a patient to set other worries aside. How do you plan for future illnesses or tragedies? The "what...
by Christine | Sep 16, 2014 | Asset Protection, Assets, Estate Planning, Executor, Inheritance, Probate |
If for no other reason, you need a will to name an executor (or executrix). So, do you really need a will? Yes. Really. A recent Forbes article titled "Do I Really Need a Will?" recommends that you should have a will to at least designate an executor or...
by Christine | Sep 15, 2014 | Asset Protection, Assets, Beneficiary, Estate Plan, Estate Planning, Inheritance, Probate, Trusts, Wills |
Did you think estate planning would be easier because you don’t have children … or that you don’t really need an estate plan? If so, you couldn’t be more wrong! The website dailycall.com recently posted an article, titled "Aging and estate planning for singles...
