- Helping you plan for your family's tomorrow at every stage of your life.
My clients with more than one child sometimes puzzle over whether they should leave the same amount of money to each child. This can be a hard decision because, even though parents love all of their children equally, our children … Continue reading
A Durable Financial Power of Attorney is the centerpiece of many people’s incapacity plans. The Power of Attorney is intended to allow someone else – your agent – to make essential financial transactions for you in the event that you … Continue reading
After reading my last blog post, a friend pointed out that you can only understand the benefits of a living trust if you know about the process of probate, and why you would want to avoid going through it. Probate … Continue reading
This post was prompted by a question a good friend asked me. He is in his mid-30’s with a wife, two kids, a house, and a modest retirement account. My friend asked me if it was true that for anyone … Continue reading
There are some people in California who would grumble about the Federal estate tax, but all California residents should be thankful that the State of California phased out its State estate tax in 2005. Unlike California, seventeen states and the … Continue reading
With people divorcing more often and living much longer than they did in the past, the frequency of remarriage is increasing. This results in a greater number of blended families. It is not uncommon now for couples to have “his, … Continue reading