What Does It Mean When Someone Names You As Trustee Of Their Trust?
3 years ago
Estate Recovery
Potential Estate Plan Issues Arising from Bonus Children
Imagine this scenario: your cousin, David, dies without an estate plan here in California. He…
4 years ago
Heggstad Petitions – What are they and how are they useful?
History Heggstad petitions are named after the California court case, Estate of Heggstad. Mr. Heggstad created…
4 years ago
Kirsten Howe Interview on A Place of Possibility™ Podcast: Make Sure Your Estate Plan Still Works for You and Your Family
A 2022 survey conducted by Caring.com revealed that 1 in 3 Americans, who do not…
5 years ago
What happens to your retirement accounts when you die?
This seems like a simple question, right? My retirement goes to the person I listed…
6 years ago
Is an ABLE Account Right for Every Disabled Person? (Part Two of Two Parts)
The passage of the U.S. Achieving a Better Life Experience Act of 2014 (ABLE) enabled…
6 years ago
Why Was My Medicare Premium Assessed a Surcharge?
Alicia stared at the statement that had been arrived in the mail. “This can’t be…
6 years ago