by LM2 | Jul 16, 2024 | Estate Planning, Insurance, Trusts |
When it comes to estate planning, life insurance trusts are like the Swiss Army knives of the financial world – versatile and useful, but often misunderstood. As a trust attorney in Torrance, I’ve helped numerous families navigate the complexities of these...
by LM2 | Mar 14, 2024 | Estate Planning, Insurance, LIfe Insurance |
Life insurance isn’t just about protecting your loved ones financially when you’re gone; it’s an essential part of sound estate planning. Choosing the right policy offers peace of mind, allows you to leave a legacy, and potentially mitigates tax...
by Christine | Mar 9, 2015 | Asset Protection, Elder Law, Estate Planning, Insurance, Long Term Care Insurance, Nursing Homes, Retirement Planning |
When asked about long-term care insurance, one senior said, "I've thought about it. I don't think it's worthwhile to buy at my age." She's 83. "I've thought about it but I really haven't looked into it," another woman said....
by Christine | Sep 8, 2014 | Beneficiary Designation, Estate Plan, Estate Planning, Insurance, LIfe Insurance, Living Trust, Power of Attorney, Probate, Tax Planning, Trusts, Wills |
Why would parents procrastinate on something that it so important to their family’s well-being? The fact of the matter is that life insurance and estate planning are two topics that most people just don’t want to talk about. It is no fun to think about your own demise...
by Christine | Jan 21, 2014 | Elder Care, Elder Law, Insurance, Medicare |
If a beneficiary disagrees with a decision, there are reconsideration and appeals procedures within the Medicare program. Medicare approvals can be tough at times, and some may find their claims come up with the big "D" – denial. So what happens when...
by Christine | Mar 7, 2013 | Estate Planning, Insurance, Small Business |
When it comes to the growing use of sophisticated wealth transfer mechanisms like trusts and limited liability companies by individuals, the details include complicated insurance considerations that must be expeditiously addressed. If not, the devil—in this case a...
