Blog
-
-
-
Five Common Mistakes with “DIY” Estate Plans [CA]
In light of the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate planning documents. With the extension of some states’ stay in place orders, it may be tempting to create your own documents all on your own. Whether you are considering writi…Read More
-
Four Reasons Your Will May Be Contested in Court, Protect Your Will from Unhappy Relatives
Free Download- Will Formalities Having an updated last will and testament is more important than ever, especially now. However, a will that is poorly created or not frequently updated can be vulnerable to contestation. What is contestation? It is the formal objection to a will’s (or trust’s) val…Read More
-
Don’t Risk it: Protect Your Finances from Coronavirus Complications
Many Americans spend a lot of time and effort in managing their finances. While most are worried about how the coronavirus (COVID-19) will impact their income—whether that’s because they are temporarily furloughed, find themselves suddenly without a job, or watching their investment and retireme…Read More
-
Preparing for Coronavirus: The #1 Legal Document Every Adult Needs to Have
As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel helpless during this pandemic. In fact, now is a great time to be proactive and plan ahead should you or a loved one fall ill. One of the most important and relatively easy things…Read More
-
Five Budget-Friendly Gadgets for Your Aging Parents
As a Millennial or Gen X-er, you understand the power of technology to make daily life easier. Unfortunately, your aging parents are frequently hesitant to adopt new tech, even when it could enable them to age in place for longer. Getting older adults to embrace new technology can be a challenge. Se…Read More
-
Understanding How the SECURE Act Affects You
For most Americans, retirement is a crucial part of their life goals and plans. After working diligently for many years to provide for ourselves and our families, most of us want an easier period of time that we can spend doing the activities we want to do, regardless of work obligations. Whether th…Read More
-
5 Life Reminders to Develop an Estate Plan
Estate planning is an essential legal and financial component of planning for the future. An estate plan designates who will make decisions for you, take care of your children, and receive your assets in case you become incapacitated or pass away. While you may not feel like you need an estate plan …Read More
-
5 Tips for Preventing Alzheimer’s Disease
Most people realize that Alzheimer’s can be a debilitating disease, which leads them to search for ways to prevent it. Unfortunately, the research about whether or not Alzheimer’s disease can be prevented is still unclear, and a direct way of preventing the disease has not been found. That said,…Read More