117: Estate Planning Lessons: Senator Dianne Feinstein
1 year ago
Estate
All About Taxes with an Estate Planning Flair: Part I
In a famous quote by Benjamin Franklin, “nothing can be said to be certain, except…
2 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…
3 years ago
Sandwich Generation Issues: Avoiding Heartache & Creating a Legacy
Big Three from the Webinar: The “sandwich generation” are people who care for multiple generations…
3 years ago
Why You Should Not Put a Child on the Deed to Your Property
A client recently asked about leaving property to his only child and wanted to know…
3 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
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…
4 years ago
044: Estate Administration: Executor & Trustee Dos & Don’ts
Navigate the Administration of a Family Member’s Trust with Ease The job of a trustee…
4 years ago
033: Learning the Language: Long-Term Care Insurance
Who needs to think about long-term care? That’s something for down the road. Or maybe…
5 years ago