Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg.... [Read more...]
Beneficiary Designations
Beneficiary designations can be deceptively simple. You simply designate the person to whom you want... [Read more...]
How to Choose the Right Fiduciaries in Your Estate Plan
Although you may not realize it, some of the decisions that impact the success, or... [Read more...]
How Does an Irrevocable Life Insurance Trust Fit Into My Estate Plan?
Although it may be difficult to think about your own death, one of the most... [Read more...]
What Is Medi-Cal Spend-Down?
While you may prefer not to think about it, the reality is that you, or... [Read more...]
4 Ways to Avoid Gift and Estate Taxes
Protecting assets up to the point when they are passed down to loved ones, should... [Read more...]
2020 Study Shows Decline in Estate Planning
The prospect of creating an estate plan can be an intimidating and often frightening one... [Read more...]
Dynasty Trusts
What’s a “Dynasty Trust?” Such a trust is one that continues for the maximum term... [Read more...]
Tips for Caregivers
At the present rate of growth, experts predict that the number of older adults will... [Read more...]
ABLE Accounts Complement Special Needs Trusts
ABLE accounts are a nice, flexible way to supplement the usefulness of a Special Needs... [Read more...]
Why Would I Want a Trust to Be Irrevocable?
After a Last Will and Testament, a trust is one of the most common additions... [Read more...]
Can My Parent Be Evicted from a Nursing Home?
Reaching the conclusion that a parent requires the level of care that can only be... [Read more...]
