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 »

Three Steps That Doctors Need to Take in The Estate Planning Process

Anyone who is a busy professional understands the importance of the small details and following through. However, doctors are often averse to thinking about their estate plan because of their view that it may be complicated, their lack of time or their concerns that they don’t need it directly. Doctors and other professionals can significantly… Read More »

Quick and Easy Ways to Transfer Property Immediately at Death

Perhaps the most convenient way to transfer property is simply registering the asset you wish to transfer as “transferrable on death” or “payable on death.” In California, a person can complete a transferrable on death registration form indicating who should receive the account or asset once the account holder is deceased. Payable-on-death designations in savings… Read More »

Helping Your Parents Plan, And Knowing When it is Too Late

Estate planning for oneself is difficult enough. Unfortunately, many adult Americans also find themselves assisting their aging parents, who haven’t even began the process of planning. Assisting an aging parent with estate planning can often be a tall order. Just as important as it is to understand how to approach the situation, it is equally… Read More »

Six Beneficiary Designation Blunders

Many individuals do not think twice about their beneficiary designations. After all, a beneficiary designation is as simple as filling in a blank. Due to the relative ease of beneficiary designation planning, however, many people make simple, common mistakes. A recent article discusses six common beneficiary-designation blunders. Forgetting to name a beneficiary on all retirement… Read More »