How to Plan For Generational Wealth Transfer
To ensure the aggregate of your inheritable legacy will exist for future generations, careful planning…
The Importance of Estate Planning for Young Adults
It is fairly typical for young adults, especially professionals aged thirty or more, to believe…
Your Financial and Legacy Information: How to Store It Safely
Estate planning documents such as wills, living wills, powers of attorney, trusts, medical directives, and…
Inheriting Property From a Parent Through a Will
When writing a will, I read that I could leave my property to my children…
Tips for Parents of Special Needs Children on Estate Planning
With today's medical advances and health care advancements, children with a wide variety of special…
Medicaid/MediCal Eligibility Can Be Jeopardized by Financial Gifts
Low-income seniors with limited assets and income can afford health care and long-term care through…
A Guide to Creating an Estate Plan for a Blended Family
In a blended family, inheritance can lead to hurt feelings and inequitable distributions and may…
Powers of Attorney and Coming of Age
If your child turns 18 (in most states), you may find it hard to comprehend…
A Good Estate Plan Should Include the Following Five Items
Planning is essential for people of all ages, but as we get older, the need…
Don’t Lose Your 401(k)s
I’m always shocked and impressed when I hear about people from older generations who worked…
Do NOT Include these Six Things in Your Will!
A will is one of the most basic estate planning tools. Most clients who truly…
What Larry King Taught Us about Divorce and Death—Part 2
In part 1 of this blog, we talked about how Larry’s choice to create a…