Why Do I Have to File a Probate if My Family Member Had a Trust?
In California, owning assets in a revocable trust enables your family to avoid probate, a…
3 years ago
Financial Planning
Significant Changes Coming to Medi-Cal
The Aged and Disabled Medi-Cal program pays for long-term care in a skilled nursing facility…
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
How to Retire on a Lump Sum Pension
A Glance at this Episode: 5:23 – Believe it or not, it is possible to…
3 years ago
Why You Should Keep Your Power of Attorney Up to Date
A power of attorney is an essential part of a comprehensive estate plan. It is…
4 years ago
061: Keys to a Successful Transfer of Wealth
Big Three from Episode #061: Teach your heirs ahead of time how to handle wealth…
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
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
051: Financial Planning for Women in Transition
Big Three from Episode #051: As a woman, no matter what transition you are going…
4 years ago