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 | 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 23, 2015 | Estate Plan, Estate Planning, Living Trust, Trusts, Wills |
People have many options today for creating their own estate planning documents. Forms can be purchased quickly from websites and books. However, trying to create your own estate plan can actually be more expensive than hiring an attorney. Everyone knows that...
by Christine | Feb 13, 2015 | Asset Protection, Elder Law, Estate Planning, Estate Tax, Estates, Individual Retirement Accounts (IRA), Living Trust, Retirement Planning, Tax Planning, Turnover, Wills |
Here are money tasks to do this week that will help 2015 be more prosperous. Most can be done in about an hour. As reported in a Chicago News Service article titled “Got an hour? Tackle these money tasks,” a recent survey from the National Endowment for Financial...
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...
