059: Resolving Family Conflict Through Elder Mediation
Big Three from Episode #059: Elder mediation can help families reach agreements about legal, financial,…
4 years ago
058: The Importance of Guardianship in Your Estate Plan
Big Three from Episode #058: Parents can nominate someone for guardianship, but only the judge…
4 years ago
057:Estate Tax Returns: Why You Might Want to File Anyway
Big Three from Episode #057: The current estate tax exemption is $11.7 million, but that…
4 years ago
Why You Should Consider Your Digital Assets in Your Estate Plan
When people write down their assets in conjunction with their estate planning, they often overlook…
4 years ago
056: 5 Mistakes to Avoid When Moving Senior Parents
Big Three from Episode #056: Don’t wait until it’s too late, start planning NOW!Treat your…
4 years ago
055: How Will Prop 19 Impact Your Estate Plan on February 16th
Big Three from Episode #055: Prop 19 is a time-sensitive issue that may impact real…
4 years ago
054: How to Use Reverse Mortgages as a Financial Tool
Big Three from Episode #054: Many laws and regulations are governing reverse mortgages that protect…
4 years ago
053: Planning For Young Families
Big Three from Episode #053: Get life insurance. Make sure your money is going into…
4 years ago
Why You Need an Estate Plan at Every Age
Estate planning is not just for seniors. Ideally, as soon as you turn eighteen you…
4 years ago
Why Do I Have to Complete Beneficiary Designation Forms?
Natalie scrunched up the letter in her hand and tossed it into the trash. “Thanks…
4 years ago