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Tips for Giving Money to Grandchildren
Grandparents and grandchildren have a special relationship. As grandparents, you get to have the joy of being around children you are related to but not directly responsible for. And grandchildren...
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Under 40? These 5 Estate Planning Tips Are For You
If you are under the age of 40, estate planning is probably not at the top of your “To Do” list, but that doesn’t mean you should ignore it, especially if you are married and have children. Here are 5...
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The Cost of Caregiving: Lost Wages, Poor Health
A recent Pew Research Study found that nearly 40 percent of adult Americans are now caring for a parent or child with chronic health issues, which is a 10 percent increase in only three years. So who...
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5 Questions to Ask Yourself Before Leaving Children an Inheritance
1. How much is too much? Most parents do not want to leave an inheritance that would prove detrimental instead of helpful to their children. While you may not be a Warren Buffett or a Bill Gates, if...
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Twitter Execs Use Estate Planning Strategies to Cut Taxes Prior to IPO
A recent Wall Street Journal article detailed how three top Twitter executives have been “making canny estate planning moves” outlined in the company’s IPO documents to cut their estate and investment...
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Estate Planning Tools to Protect Family and Business
No one likes to think about dying, much less planning for it. But if you care about your family and leaving a legacy of love rather than pain and confusion, estate planning is a must. Designed to...
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Saving for Retirement and College: How to Juggle Priorities
A Wall Street Journal article yesterday pointed up what is a fundamental financial conflict for many parents: saving for retirement vs. saving for college. Parents feel pressure to do both, but with...
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5 Reasons Retirees May Want to Keep a Life Insurance Policy
The kids are grown and gone and you’re now retired. So you may wonder if you still need that cash-value life insurance policy you purchased awhile ago. A recent WealthManagement.com article provides...
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Top 10 Financial Benefits for Military Families
In honor of Veteran’s Day, we are happy to share with our readers the top 10 financial benefits for military families from Kiplinger: 1. Low cost retirement savings plan. Members of the military can...
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Keep That Advance Care Directive Handy
A recent post at the New York Times’ New Old Age blog reminded us of something we hear about all the time: the panicked scramble to locate an advance care directive when it is needed. The post gave...
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How to Protect Wealth for Future Generations
One of the greatest benefits of accumulating wealth is to help ensure the financial stability of future generations. This is also one of the greatest challenges wealth creators face. Fortunately,...
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5 Reasons You Shouldn’t Rely on Portability Alone to Pass & Protect Assets
Last January’s fiscal cliff tax deal ushered in a great estate tax break for married couples: permanent portability. This allows surviving spouses to add any unused portion of a deceased spouse’s...
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What to Do When a Loved One is Hospitalized
Last week we posted about the importance of keeping your advance medical directive handy, especially if you or a loved one is hospitalized or incapacitated and unable to make your own medical...
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Prenuptial Agreements Becoming More Popular as Estate Planning Tool
A Wall Street Journal article last week examined the growing popularity of prenuptial agreements as estate planning tools, especially by baby boomers who are remarrying later and using prenups to...
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3 Rules for Choosing the Right People to Carry Out Your Estate Plan
Do you need help in choosing the right trustee, executor or agent for your financial power of attorney? This can easily be the most important decision you make with your estate plan. If your executor...
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10 Mistakes to Avoid When Naming a Beneficiary for Your Life Insurance Policy
A recent Fox Business post provided some important information worth sharing here about the 10 mistakes you need to avoid when naming beneficiaries for a life insurance policy: Leaving benefits to a...
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10 Myths About Estate Planning Myths That Can Cost Your Family (Part 1 of 2)
When it comes to protecting your family, we know you want to do the right things. But sometimes preconceived notions of what is true and false can get in the way when it comes to estate planning....
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10 Myths About Estate Planning Myths That Can Cost Your Family (Part 2 of 2)
When it comes to protecting your family, we know you want to do the right things. But sometimes preconceived notions of what is true and false can get in the way when it comes to estate planning....
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5 Steps to Leave Your Family in Good Financial Shape
Leaving your family in the best possible financial shape is a primary goal of California estate planning; here are some steps you can take now to achieve this: 1. Be sure you have sufficient life...
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10 Things to Discuss With Your Estate Planning Attorney Now
As 2013 draws to a close, those who have not made an estate plan, or have one that needs to be updated to reflect the many changes to the estate and gift tax laws in January of this year, should be...
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