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Category Archives: Estate Planning

The Importance Of Self Care During Retirement

The Importance of Self-Care During Retirement

12/08/2022
When you are getting ready for retirement, it can be exciting to think about spending your days traveling, enjoying time with family, and doing the things you love. One of the best ways to help ensure that you will be ... Read More
Does A Living Trust Protect Assets From Nursing Homes

Remembering to fund your trust

12/08/2022
Setting up a trust allows your property and assets to avoid probate and for your intended beneficiaries, such as children or other relatives you may designate, to receive the inheritance you intend. However, your California estate plans might not turn ... Read More
How You Can Help Your Grandchildren Pay For College

How You Can Help Your Grandchildren Pay for College

12/08/2022
If you are a grandparent, you may have spent a fortune on heartfelt gifts and expensive outfits for your grandkids. However, there is another way you could be spending money on them. Even when they are young, it’s never too ... Read More
Grey Divorce And Your Estate Plan

Grey Divorce and Your Estate Plan

12/08/2022
What is a Grey Divorce? According to the PEW Research Center, “Grey Divorce”, or divorce over 50, is becoming increasingly more common. In 2017, the center found that the divorce rate for this population had roughly doubled since the 1990s. For ... Read More
The Dangers Of An Unfunded Trust

The Dangers of an Unfunded Trust

12/08/2022
Having the insight to set up a trust for your funds and assets is forward thinking and can be a smart move. These helpful legal devices create a space where you can move property, money, and valuables, and keep them ... Read More
Why You Need To Start Funding Your Child’s Special Needs Trust Now

Why You Need to Start Funding Your Child’s Special Needs Trust Now

12/08/2022
When you are a parent of a child with a severe disability, financially preparing for his or her long-term future is imperative. You want to do everything in your power today, to make sure your child is able to live ... Read More
Do I Need A Pour Over Will

Do I Need a Pour-Over Will?

12/08/2022
Estate planning involves using various legal devices to protect what you have built so that it can be passed on to your loved ones. A main goal of this process is to limit the assets and amount of funds that ... Read More
What To Expect During A Gray Divorce

What to Expect During a Gray Divorce

12/08/2022
When a couple over age 50 ends their marriage, it’s sometimes referred to as gray divorce. The gray divorce rate has been on the rise over the last twenty years. When a couple decides to divorce at this stage of ... Read More
How Do I Plan To Remain In My Home As A Senior

Lonely senior citizens may fall victim to online romance fraud

12/07/2022
California seniors stand a greater chance of succumbing to online romance fraud, not because of their age, but because of loneliness. According to information from the Pew Research Center, 14% of senior citizens spend all of their time by themselves. ... Read More
How Do I Plan To Remain In My Home As A Senior

How do I Plan to Remain in My Home as a Senior?

12/07/2022
When many people retire, they plan to live in their homes for the rest of their lives or, at least, for as long as possible.  Recently, the AARP Public Policy Institute reported findings that 87% of individuals age 65 and older preferred ... Read More