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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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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Conner Clemons Attorney Spotlight
Conner was born in Seattle, Washington and moved to California before attending law school. Conner received his undergraduate degree…
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FORGETTING TO PLAN FOR DISABILITY
Forgive me, but I need to start this chapter with a statement that’s both brutal and true: A disability is…
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THE PROCESS FOR A CUSTOM PLAN
In my firm, we follow a highly defined process to make sure we’ve turned over every stone, followed up on…
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Certain Uncertainties in Retirement
Two financial unknowns may erode our degree of confidence. Provided by Ascent Wealth Management Maybe you have been putting off…
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Aging Parents – How to Talk to Them About Estate Planning
Broaching the subject of estate planning with our aging parents can be difficult. Both sides may be reluctant to discuss…
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TRUSTS TO PROTECT AGAINST LAWSUITS, CREDITORS, PREDATORS, AND DIVORCE
Any significant asset can be threatened by creditors, predators, and major relationship shifts like divorce. A good trust will take…
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Assuming All Trusts Are the Same
If you read through Mistake #10, you now understand how a mere “last will and testament” does not provide the…
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WHAT IS A LIVING TRUST, EXACTLY?
Much of the rest of this book will be about constructing a good living trust. But what is a living…
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