by Christine | Mar 19, 2015 | Asset Protection, Digital Assets, Digital Estate Planning, Estate Planning, Estates, Probate, Trusts, Wills |
Roos said it’s important that people plan ahead and put “someone in charge of these digital assets and giving the family the opportunity to take over accounts if something were to happen, so they can control the information so it doesn’t get into the wrong hands.”...
by Christine | Mar 17, 2015 | Asset Protection, Conservatorships, Elder Law, Estate Planning, Estate Tax, Estates, Guardianships, Living Trust, Power of Attorney, Probate, Tax Planning, Wills |
The viewers of this high-end PBS costume drama, which takes place about a century ago, could very likely be your clients' demographic. Look at who's a top corporate sponsor: Viking River Cruises, which told The New York Times that “our demographic is affluent...
by Christine | Mar 16, 2015 | Advanced Health Care Directive, Asset Protection, Estate Plan, Estate Planning, Inheritance, Living Trust, Power of Attorney, Probate, Tax Planning |
Follow This Guide for Help. Whether you want to provide for your family after your death or you just want to ensure that the process is as easy as possible for your family, estate planning is the easiest way to accomplish your goals. What exactly is estate planning?...
by Christine | Feb 24, 2015 | Asset Protection, Bequest, Estate Planning, Estates, Living Trust, Probate, Trusts, Wills |
There’s barely a person over the age of 40 or so who does not come with a family squabble about, well, things following the death of a well-loved parent, grandparent, or family friend. Even Robin Williams, who planned his estate well, could not avoid a family feud...
by Christine | Feb 11, 2015 | Asset Protection, Business Succession Planning, Elder Law, Estate Planning, Probate, Retirement Planning, Tax Planning, Trusts, Wills |
Many business owners fear losing control. Before they’re willing to address exit or estate planning options, they must first be assured of complete dominion over their business. So let’s look at how to lock in ownership Are you worried about losing control of your...
by Christine | Feb 10, 2015 | Advanced Health Care Directive, Conservatorships, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Estates, IRA Rollover, Living Trust, Long Term Care Insurance, Medi-Cal Long Term Care, Nursing Homes, Probate, Trusts, Wills |
The New Year is a great time to regroup on your financial plans, reevaluate and/or create new financial goals. By sticking to your financial resolutions throughout the year, you can keep on track towards achieving your financial objectives in 2015 and beyond. Make the...
