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Money Managing With Children

June 6, 2019

There’s no question that being a parent is one of the most rewarding jobs there is. There is also no…

May 29, 2019

If I die before my teenage child, how do I protect my inheritance from a potentially irresponsible heir? What are…

May 16, 2019

What is Elder Abuse and neglect and what are the different types of Elder Abuse? How can Elder Abuse be…

May 9, 2019

How do you protect yourself in a divorce? From property to finances, Asset Protection must be carefully considered. So must…

May 9, 2019

When should end of life conversations occur? How to start end of life conversations? How to talk about end of…

May 2, 2019

Do I need to have Beneficiary designations and Wills settled before I leave? How do I prepare my Will before…

April 25, 2019

Does your Estate Plan specify what needs to happen if the caregiver to a sick family member dies first? Does…

April 18, 2019

Can California Estate Planning include instructions for my funeral? Should I have a Living Trust? What is pre-need planning? What…

April 11, 2019

Please do not be confused by the term “power of attorney.” Many clients believe this term has something to do…

April 4, 2019

How can I save for my retirement while financially supporting my children? How can I use Estate Planning for retirement?…

March 14, 2019

Do I need a custom Estate Plan? What is the purpose of making an Estate Plan? What is the first…

March 7, 2019

What’s the best way to bring up the subject of estate planning with parents? Broaching the subject of estate planning…