The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income … Read Blog Post
Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and … Read Blog Post
Why You Should Name a Stand-Alone Retirement Trust as Beneficiary
(For IRAs and Other Tax-Deferred Retirement Accounts)
Naming the right … Read Blog Post
One area that is often overlooked in the divorce process is the need to update estate planning. Most people would … Read Blog Post
A recent Forbes article claims that ‘70% of intergenerational wealth transfers fail,’ discussing a new Williams Group study examining the … Read Blog Post
It wasn’t very long ago that we had only paper for financial and tax records. We could simply point to … Read Blog Post
From time to time, it’s good to review why having a complete, up-to-date estate plan is so important. In addition … Read Blog Post
Now that the health care law has been declared constitutional, several significant provisions will become effective on January 1, 2013.… Read Blog Post
According to a recent study, family values, traditions and history still mean more than money as an inheritance.
These results … Read Blog Post
‘A recent US News and World Report blog succinctly states What you Need to Know About Estate Planning (online at … Read Blog Post
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Phone: 209-572-2124 | Fax: 209-569-5075
P.O. Box 515 Brisbane, CA 94005