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Wide Age Disparities in Married Couples Can Create Unique Estate Planning...
Estate planning for married couples can always yield a few surprising differences, but when a decade or more in age separates the couple, it can add a few more wrinkles into the mix, including:...
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6 Tips to Smooth the Transition into Being a Financial Caregiver
Those fortunate enough to have parents living to a ripe old age are often faced with the challenge of when to step in with caregiving duties. The time to do so for healthcare reasons will be obvious;...
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Study Says Physicians Lag in Estate and Retirement Planning
A report from the American Medical Association Insurance Agency says that many doctors neglect financial and retirement planning, and that only 57% have an updated will. The AMA’s 2013 Report on U.S....
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If I Die App Lets You Leave Posthumous Facebook Message
Like everything else these days, death has gone digital. Approximately 250,000 people have signed up for the If I Die app on Facebook, introduced last year, which allows users to send their last...
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5 Ways Establishing a Trust Can Benefit You & Yours
1. Avoid estate taxes. If you have significant assets or own property in a state that has an estate tax, an irrevocable trust can enable you to remove appreciating assets from your estate at a...
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Smart Ways to Give While You Live
Many parents are justifiably concerned about what the last recession did to their children’s finances, and are looking for smart ways to help without hurting themselves or their children tax-wise. An...
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How to Make Sure Your Heirs Receive Your Life Insurance Benefits
If you have gone to the trouble and expense of maintaining a good life insurance policy, you want to make sure your heirs receive the benefits when the time comes. However, there are several common...
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U.S. Supreme Court Rules DOMA Unconstitutional, Bars Enforcement of Prop 8
The U.S. Supreme Court handed down two landmark gay rights cases earlier today. In the first (United States v. Windsor), the Court struck down the federal Defense of Marriage Act (DOMA) in a 5-4 vote...
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How the U.S. Supreme Court Decision Changes Estate Planning for Gay Spouses...
Yesterday’s U.S. Supreme Court decision striking down the federal Defense of Marriage Act (DOMA) and the changes that gay spouses in California can expect to see when it comes to estate planning as a...
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Do You Qualify for a California Estate Plan?
We’ve heard it a million times: trusts are just for the wealthy and estate planning is for old people. However, recent research says that only 3 out of every 100 Americans over the age of 65 are set...
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Making a Plan for Your Pets
What will happen to your pets if they outlive you? Most of us have come to view our pets as important members of our family, and if you have always had a pet, chances are they will be with you until...
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Estate Plan Still Important for Those Without Heirs
Even if you have no heirs, you probably have some thoughts about where you want your assets to go after you’re gone, which is why it’s important to create a will. With a will, you can express your...
View ArticleWhat You Might Not Know About America’s Independence Day
Earlier this week, CBS Morning Show host Charlie Rose interviewed author and historian Kenneth C. Davis about what most of us don’t know about America’s Independence Day. It’s a very interesting way...
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5 Tips for Protecting a Financial Windfall
Just about everyone dreams of winning the lottery; however, most of us who come by a financial windfall do so because of an inheritance. There are a number of asset protection and estate planning...
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Keeping Peace in the Family Requires Good Estate Planning
Family law practitioners agree that few things can cause an inheritance fight like a second marriage. So when you consider these statistics: 90 percent of Americans marry 50 percent of married couples...
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How to Protect Your Estate from a Child’s Divorce
With the days of arranged marriages far behind us, many parents are concerned about how to protect the assets they plan to leave their children from in-laws who may not be around for the long haul....
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Top 10 Estate Planning Guidelines for Women, Part 1 of 2
We all know that, on average, women outlive men. What we generally neglect to consider is that they also generally earn less than men and have to manage expenses longer due to their longer life...
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Top 10 Estate Planning Guidelines for Women, Part 2 of 2
We all know that, on average, women outlive men. What we generally neglect to consider is that they also generally earn less than men and have to manage expenses longer due to their longer life...
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How to Choose a Guardian for Your Children
One of the most difficult – yet the most necessary – things a parent must do when making an estate plan is to name a guardian for minor children. If you die without naming a guardian, a judge will...
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How to Avoid the Most Common Estate Planning Mistakes
Change is a part of life – unfortunately, it is also a factor in derailing many estate plans that have not been updated to account for new circumstances. The most common mistakes that effect estate...
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