28 March 2014 0 Comments

Estate Planning and Same-Sex Couples

ShareMaking sure your partner will be taken care of in case something happens to you is one of the most loving things you can do. This applies to all couples – same-sex or opposite sex. Now that the Federal government recognizes same-sex marriages, married same-sex partners will receive the same Federal income and estate tax […]

18 March 2014 0 Comments

Advanced Health Care Directives- Secure yourself & your assets

ShareBefore you find yourself affected by an injury or illness, you should know that you can plan now for your medical care if you are unable to speak for yourself in the future. An individual has the right to make his or her own medical decisions as long as he or she understands what’s going […]

13 March 2014 0 Comments

Am I Entitled to my Husband’s Retirement Account?

ShareWhen choosing a beneficiary for a retirement plan, it is important to understand how your spouse will be treated under the plan. Surviving spouses are treated differently under 401(k)’s and individual retirement accounts (IRAs). While a 401(k) provides protection for a surviving spouse, and IRA does not. Most people name their spouses to inherit the […]

12 March 2014 0 Comments

Estate Planning and your Retirement

ShareWill you have enough money to live the retirement life you want? Anyone who has any assets, including money, insurance policies, or possessions, has an estate. If you want to make sure these things go to the people you want and in the proper amounts, it is important to have an estate plan in place. […]

10 March 2014 0 Comments

Financial Planning Options

ShareSome people believe that estate planning is only for the wealthy. This could not be farther from the truth. In fact, it is often more important for persons who are not so wealthy to have a plan. Choosing to draft a will is one of the most important and loving gifts that you give to […]

4 March 2014 0 Comments

What Should I Ask An Estate Planning Attorney?

SharePlanning the distribution of your assets can be a daunting task if handled alone. If you’ve thought about drafting a will, you most likely have a lot of questions. Many people believe this is something they can do themselves and maybe some can; however, it is usually better to use the expertise of an estate […]

24 February 2014 0 Comments

Estate Planning, What it includes and How It Works?

ShareEstate planning isn’t about how much money you have. It’s about protecting what you have for you during your life and for those you love after you’re gone. It ensures what you have gets to the people you love, the way you want, when you want. Estate planning allows you to provide for your family […]

14 June 2013 0 Comments

Wills and Trusts

ShareWanting the best for your family is only natural; providing the best for them when you are no longer here requires planning, looking for a positive outcome. Estate planning isn’t about how much money you have; it’s about protecting what you have during your life and for those you love after you’re gone. It ensures […]

6 March 2013 0 Comments

Prenuptial Agreements and Estate Planning

ShareMany people believe that drafting a prenup means that they are admitting their marriage will end before it has even begun, instead think of it as reassurance for yourself and your future family. California state legislature has helpfully crafted a plan for you in case you die without an estate plan, or divorce without a […]

26 February 2013 0 Comments

Plan your estate

Share Give your family a precious gift after you are gone.  Stop putting off preparing an estate plan and do it now. Dealing with a serious illness or death in the family is very traumatic for all concerned.  No one is ever prepared for a loved one’s death.  Don’t add to the difficulty your family […]