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
Four Tax-Efficient Ways to Pay Long-Term Care Insurance PremiumsApril 4, 2019It’s an unfortunate and often hard reality to contemplate, but up to 80 percent of Americans will face a period…Read More
Supporting Your Children & Saving For Retirement – Are You Out of Balance?April 4, 2019One of the hardest balances to strike as a parent is when to step back and let your children create…Read More
AVOIDING A CONSERVATORSHIPMarch 28, 2019Since incapacity before death is an 80 percent probability, you should plan for it. And you should plan to avoid…Read More
Conner Clemons Attorney SpotlightMarch 26, 2019 Conner was born in Seattle, Washington and moved to California before attending law school. Conner received his undergraduate degree…Read More
FORGETTING TO PLAN FOR DISABILITYMarch 21, 2019Forgive me, but I need to start this chapter with a statement that’s both brutal and true: A disability is…Read More
THE PROCESS FOR A CUSTOM PLANMarch 14, 2019In my firm, we follow a highly defined process to make sure we’ve turned over every stone, followed up on…Read More
Certain Uncertainties in RetirementMarch 7, 2019Two financial unknowns may erode our degree of confidence. Provided by Ascent Wealth Management Maybe you have been putting off…Read More
Aging Parents – How to Talk to Them About Estate PlanningMarch 7, 2019Broaching the subject of estate planning with our aging parents can be difficult. Both sides may be reluctant to discuss…Read More
TRUSTS TO PROTECT AGAINST LAWSUITS, CREDITORS, PREDATORS, AND DIVORCEFebruary 28, 2019Any significant asset can be threatened by creditors, predators, and major relationship shifts like divorce. A good trust will take…Read More
Assuming All Trusts Are the SameFebruary 22, 2019If you read through Mistake #10, you now understand how a mere “last will and testament” does not provide the…Read More
WHAT IS A LIVING TRUST, EXACTLY?February 15, 2019Much of the rest of this book will be about constructing a good living trust. But what is a living…Read More