7 Good Reasons You Need An Estate Plan — Even If You Only Have $500 in the Bank Contrary to popular belief, estate planning is not just about money or taxes. Far from it. Today, it’s more about protecting your assets for yourself and your loved ones, achieving your...
Estate Planning
Why You Should Get Your Kids an Estate Plan
We are fairly certain the last thing your 18-year-old kid is thinking about is an estate plan. And you are probably not thinking about one for them either, but you should be. Here’s why: once your child turns 18, you are no longer entitled to know about their...
Learn From the Expensive Mistakes & Smart Decisions Made By Actor James Gandolfini
Learn From the Expensive Mistakes & Smart Decisions Made By Actor James Gandolfini In Planning for His Estate James Gandolfini, the actor best known for his portrayal of Tony Soprano on HBO’s The Sopranos, died suddenly last month while on vacation in Italy. His...
Does Your Teen Driver Make You Nervous?
Make a Contract With Your Teen Driver This Summer It’s summer and that means more teen drivers on the road. Statistics show teens have twice as many accidents during the summer as any other time of the year, and alcohol is often a contributing factor. Researchers say...
What Is The Difference Between A Will And A Trust?
What is the Difference Between a Will-based plan and a Trust-based plan? In this article I will explain the difference between a Will-based plan and a Trust-based plan so you can make an educated decision for your family about what is best for you and, ultimately, for...
The Tomorrow Trap In Estate Planning
No More Reasons for Delay in Implementing These 5 Estate Planning Essentials Last year’s uncertainty about the future of the estate and gift tax caused many people to put their estate planning on hold, even though estate and gift tax planning is only a teeny tiny...
Estate Planning Is Not a One Time Thing
For Estate Planning, There is No Fix –It-And-Forget-It It’s hard to believe that people who spend a lifetime working hard to accumulate wealth spend little or no time planning for what will happen to it after they pass, especially if children are in the picture. Yet...
6 Cases A Trust Is Better Than A Will In Los Angeles, California
6 Cases When a Trust is Better Than a Will in Los Angeles, California A will is one of the most basic California estate planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something...
An Overview of Long Term Care Options
An Overview of Long Term Care Options By: Gerry Kane One of the greatest concerns for the elderly we serve and their families is that of long term care. Two-thirds of seniors will need care at some point in their life and many have not planned for this likelihood. ...
How to Talk to a Loved One About Estate Planning
Estate planning rarely comes up in the course of regular conversation and if it does, it is usually involves what has happened to a celebrity’s fortune after his or her death. The distance is safe, so the conversation can take place. But what if you need to discuss...