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
Estate Taxes
Is now a good time to incorporate gifting into your estate plan?
You may or may not already have your estate planned for when you die, but…
6 years ago
059: Resolving Family Conflict Through Elder Mediation
Big Three from Episode #059: Elder mediation can help families reach agreements about legal, financial,…
6 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…
6 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…
6 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…
6 years ago
Dayna Wilson and Kirsten Howe talk about the recent election and Proposition 19
If Proposition 19 is passed, does that mean I have to make changes to my…
6 years ago
045: California Exit Strategy: Trends, Moving Planning, and More
Big Three from Episode #045: Moving isn’t just about logistics. It’s also about being mentally…
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
Why Californians Might Have to Pay Hawaiian Estate Taxes
Many people set up estate plans because they are concerned with having to pay estate…
6 years ago