Why Do I Have to Complete Beneficiary Designation Forms?
6 years ago
Financial Transitions
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
051: Financial Planning for Women in Transition
Big Three from Episode #051: As a woman, no matter what transition you are going…
6 years ago
What Eldercare Options Are Available in California?
It’s never too early to start planning for eldercare, whether for a relative, a spouse,…
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
An Option for Seniors Who Cannot Afford Their Property Taxes
The California State Controller’s Office administers the Property Tax Postponement program that allows eligible homeowners…
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
036: How to Protect Against Coronavirus Scams
Do You Have a Plan That Would Enable a Trusted Family Member to Step in…
6 years ago
035: Coronavirus Estate Planning
In uncertain times, like those we’re facing now, we tend to go into panic mode,…
6 years ago