Ask the Hard Questions – How to Have End of Life Conversations
Conversations revolving around illness or death are not easily broached by anyone. We tend to avoid these topics because we…
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Estate Planning Before Vacation Planning
Summer is almost here, and maybe you are planning family vacations, road trips, amusement park adventures, or even skydiving! While…
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WHAT IF THE CAREGIVER DIES FIRST?
Few estate plans effectively deal with the common situation in which the caregiver, let’s say the wife, dies before her…
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PREFERENCES FOR FUNERALS AND DISPOSITION OF REMAINS
My wife has told me very clearly, “Now listen, when I die, I don’t want to be eaten by bugs.…
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GRANTING DURABLE POWER OF ATTORNEY AND NOMINATING A CONSERVATOR
Please do not be confused by the term “power of attorney.” Many clients believe this term has something to do…
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New California Estate Tax Proposed for 2020
The Los Angeles Times recently reported on a measure California voters will face in the upcoming 2020 statewide election to…
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Four Tax-Efficient Ways to Pay Long-Term Care Insurance Premiums
It’s an unfortunate and often hard reality to contemplate, but up to 80 percent of Americans will face a period…
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Supporting Your Children & Saving For Retirement – Are You Out of Balance?
One of the hardest balances to strike as a parent is when to step back and let your children create…
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AVOIDING A CONSERVATORSHIP
Since incapacity before death is an 80 percent probability, you should plan for it. And you should plan to avoid…
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