When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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Are Wills Obsolete?When it comes to estate planning, some people know about Living Trusts, but most people know about Wills. Wills are ... Will
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Tips for Choosing a Senior Living CommunityContributed by Belmont Village Senior Living Choosing a Senior Living community is a big step that many wait until after a ... Assisted Living
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Should You Sell Your Life Insurance Policy?We often have clients who no longer feel they need an old life insurance policy or simply don't want to pay the premium ... Life Insurance
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Disinheriting a ChildThey say that there's two things in life that are certain: death and taxes. While most people take care of and plan for taxes ... Children
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Estate Planning Considerations for the Modern, Blended FamilyEstate planning has become a lot more challenging in more recent years. As the divorce rate has increased, so has the amount ... Estate Planning
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California Conservatorships: What You Need to KnowWhen people think of estate planning, they often think that it's just about the distribution of assets when someone passes ... Conservatorship
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Pre-Paid Funeral Plans: Buyer BewareFunerals rank among the most expensive purchases many consumers will ever make. A traditional funeral costs about $7,000, ... Funeral
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Summertime and The Living Was EasyArticle Written By, Philip Kavesh One of a series of personal reflections upon growing up in small town America in ... Children
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Steps You Can Take NOW to Plan for Long-Term Care–and Before It’s Too Late!It is estimated that two out of every three Americans will require some kind of assisted living at some point during their ... Long Term Care
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What Happens to Your Living Trust If You Become Disabled?A common question for many people is what happens to your Living Trust (and your assets) if something were to happen to you ... Trustee
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Who Should You Choose to Be Your Successor Trustee?When putting together your Living Trust estate plan, you will be asked to name a Successor Trustee. During your lifetime, you ... Trustee
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Changes Coming to IRA PlanningHave you heard of the bill that is currently going through Congress called the "Setting Every Community Up For ... IRA