Preserve Generational Wealth With 3 Tips
Have you considered what is required to preserve generational wealth and your legacy? Or the impact an inheritance will have on family members in different ... Read More
Caregiving From Afar – Things To Consider
Long-distance caregiving is defined by the National Institute on Aging (NIA) as providing care for someone who lives an hour or more away. This type ... Read More
Blended Family Estate Planning
In many cases, couples bring children into a marriage from a prior marriage or union and then have children together. This is often referred to ... Read More
Caring for Aging Parents Need Not Split Siblings
As our parents age, it's common for siblings to come together to provide care and support. However, this can also be a time of conflict ... Read More
Factors to Consider When Naming a Trustee for Your Estate
Naming a trustee is a crucial step in estate planning. This individual or entity will be responsible for managing your assets and distributing them according ... Read More
Medi-Cal Eligibility & Nursing Home Care
You might want to think again if you believed Medi-Cal planning meant only meeting strict income and asset limits to qualify for long-term care. Medi-Cal ... Read More
Estate Planning: Joint Revocable Trusts
Trusts can form an essential part of estate planning. Not only do they provide privacy, but they also set parameters for how and when your ... Read More
Benefits of an Irrevocable Life Insurance Trust
An irrevocable life insurance trust (ILLIT) is an estate planning tool that owns and controls a permanent life insurance policy or policies while the insured ... Read More
