Who Should I And Shouldn’t Choose as My Executor?

An executor plays a crucial role in the distribution of your estate. This person has many different tasks that must be completed in a properly documented and thorough manner. This makes it all the most important to select an executor who has comfort in serving in this role and who understands of what will be… Read More »

Is Self-Directed Long-Term Care for You?

More and more people who are approaching retirement age recognize that they may need support in the form of long term care. What long term care looks like for you depends on your funds, your support systems in place for managing long term care, such as an insurance policy, and your individual requests. More people… Read More »

Are You Ready to Live Longer?

Do you know that you could live many years longer than you expect? With women living longer than men and people living longer overall, you can’t afford not to plan ahead for this. For many years traditional retirement planning was based on receiving a pension plan from your employer, and probably an employer you had… Read More »

Many Americans Feel They’re Falling from Behind on Retirement

If you’ve already completed your estate planning and have been contributing to your retirement savings plan for years, congratulations, because you’re well ahead of the curve. A recent study completed by Allianz Life Insurance Company of North America indicates that approximately half of retirement savers in the United States believe that they are already too… Read More »

Is Something Missing from Your Estate Plan?

Most people assume that estate planning is all about what happens to your property when you pass away. For that reason, many young, single people and young families don’t put estate planning as a top priority, but it can be one of the crucial things that young parents can do, especially considering that someone might… Read More »

What is the Right Will?

Most people assume when they approach the estate planning process that they need a simple will. But the truth is that every person can benefit from having the right will. Determining the right will for you is based on many different factors, including the complexity or the simplicity of your gifting scheme and goals, contingency… Read More »

Avoid Probate with These Five Simple Steps

Are you interested in keeping your estate out of the public record and ensuring that the distribution of assets moves through smoothly? Probate is expensive as well as time consuming, which is one of the top reasons why people schedule consultations with Pasadena estate planning lawyers to discuss how to avoid it. A properly structured… Read More »

Making Estate Planning Basics Easy

As part of your overall financial planning, you might have a good eye towards putting aside money for retirement, but estate planning often gets overlooked. Since many people are under the impression that estate planning needs don’t kick in until later in their lives, they can make critical mistakes that could subject them and their… Read More »

Should You Fund Your Revocable Trust?

Many people are increasingly using an estate planning approach that uses a revocable trust, as well as a will. In fact, most common estate plans these days include both of these elements. This basic structure is now seen as the bare bones under which guardians of any minor children are appointed and executors of the… Read More »

Is It A Good Idea to Store Your Will Online?

Medical directives and wills are increasingly being stored online in order to allow your loved ones to have access to these crucial materials as soon as possible. This is because far too many people have experienced the unfortunate situation of having to deal with a loved one who did not provide easy access to estate… Read More »

Top Reasons to Consider Using A Living Trust

Have you contemplated the benefits of using a living trust in the past? Many people are under the false impression that a living trust can accomplish everything. While it’s not true that a living trust will be the only estate planning document that you need or that it will accomplish every single one of your… Read More »

End of Life Planning Tips: Part Two

If you have recently received a serious medical diagnosis, now is the time to accomplish some of the most important estate planning and financial tasks to verify that you have done as much as possible to protect yourself. One of the first steps that you need to take must be designating beneficiaries. Far too many… Read More »