One Of The Greatest Things You Can Do For The People You Love Is To Get Your Trust & Estate Plan Correctly Done. Besides making the grieving process more about grieving and not about courts and probate, getting your plan done correctly can help you to have some influence on your family members’ decisions, even…
You Discover Your Spouse Has A Serious Chronic Illness & After Recovering From The Shock, You Begin Thinking Of Your Future & Your Documents The only thing you have is an old will you paid $150 for when your kids were in preschool. After you ask around a little, you get in front of an…
From one year to the next, what happens to the estate tax threshold, which is set today at $5.49 million per person, is anybody’s guess. And under the new president Trump, all bets are off as to the decisions and changes possible under his nontraditional presidency. Trump has explained that he wants to eliminate the…
When Folks Come In To Have Their Estate Plan Completed, A Living Trust Is A Tool We Use With Nearly Every Homeowner Sometimes, despite the fact that we have filed all of the necessary government paperwork, the Assessor’s Office continues to list a home under the original names. Why? There are two possible reasons for…
Every Parent Sets Out To Be Sure Their Children Understand The World Of Finances & How To Manage Them The truth is, MANY times these efforts just don’t stick. Even more frightening, is that besides being unwise in handling money, sadly there are often tragic situations where substance abuse, mental problems or partners involved and…