7 11, 2007

When to review your estate plan

By |2017-05-29T04:57:25+00:00November 7th, 2007|Law, Lists|0 Comments

The family tree changes (marriages, births, deaths, divorce) Children turn 18 Starting a new business Changing jobs Entering Retirement Facing a serious illness Buying Life Insurance Moving out of California Purchasing real property or time shares Wanting to make charitable gifts Changing your mind about distributions Your Trustees/Executors/Guardians move away

7 11, 2007

Pay now or pay more later

By |2007-11-07T15:02:14+00:00November 7th, 2007|Law|0 Comments

I had a lengthy conversation with a financial adviser today. He was telling me about a family that had put off seeking the advice of an attorney several years ago, at the time of the Dad's death, so as to save some money. Sadly, this family is now dealing with Mom's dementia and they wish [...]