Money Managing With ChildrenJune 6, 2019There’s no question that being a parent is one of the most rewarding jobs there is. There is also no…Read More
ESTATE PLANNING FOR AN IRRESPONSIBLE CHILD: HOW TO PROTECT BENEFICIARIES IN A TRUSTMay 29, 2019If I die before my teenage child, how do I protect my inheritance from a potentially irresponsible heir? What are…Read More
ELDER ABUSE ON THE RISE – HOW TO PROTECT YOUR LOVED ONESMay 16, 2019What is Elder Abuse and neglect and what are the different types of Elder Abuse? How can Elder Abuse be…Read More
ESTATE PLANNING & DIVORCE – PROTECTING YOUR ASSETS & HEIRSMay 9, 2019How do you protect yourself in a divorce? From property to finances, Asset Protection must be carefully considered. So must…Read More
ASK THE HARD QUESTIONS – HOW TO HAVE END OF LIFE CONVERSATIONSMay 9, 2019When should end of life conversations occur? How to start end of life conversations? How to talk about end of…Read More
ESTATE PLANNING BEFORE VACATION PLANNING – DO I NEED AN ESTATE PLAN BEFORE I GO ON VACATION?May 2, 2019Do I need to have Beneficiary designations and Wills settled before I leave? How do I prepare my Will before…Read More
ESTATE PLANNING ISSUE: WHAT HAPPENS WHEN THE CAREGIVER DIES?April 25, 2019Does your Estate Plan specify what needs to happen if the caregiver to a sick family member dies first? Does…Read More
ESTATE PLANNING AND FUNERALS — DISPOSITION OF REMAINS IN CALIFORNIAApril 18, 2019Can California Estate Planning include instructions for my funeral? Should I have a Living Trust? What is pre-need planning? What…Read More
GRANTING DURABLE POWER OF ATTORNEY AND NOMINATING A CONSERVATORApril 11, 2019Please do not be confused by the term “power of attorney.” Many clients believe this term has something to do…Read More
HOW TO SAVE FOR A RETIREMENT & SUPPORT YOUR CHILDREN FINANCIALLY AT THE SAME TIME – ESTATE PLANNING STRATEGIES: ARE YOU OUT OF BALANCE?April 4, 2019How can I save for my retirement while financially supporting my children? How can I use Estate Planning for retirement?…Read More
CUSTOM ESTATE PLANNING: THE PROCESS FOR A CUSTOM PLANMarch 14, 2019Do I need a custom Estate Plan? What is the purpose of making an Estate Plan? What is the first…Read More
Aging Parents – How to Talk to Them About Estate PlanningMarch 7, 2019What’s the best way to bring up the subject of estate planning with parents? Broaching the subject of estate planning…Read More