By having an estate plan, you avoid a long drawn out, public and expensive process and make it private. It may be motivating to hear about the probate process.
Spring Cleaning For Your Estate Plan: Ensuring Your Plan Reflects Your Current Wishes
What happens when you pass away without a Will/Trust
The Importance of Reviewing Your Trust
Aretha Franklin Will Dispute Update
3 Key Power of Attorney Powers Everyone Should Have
The Wacky World of Post Pandemic Customer Service (You need an advocate!)
In today’s Post Pandemic world of frequent mergers and acquisitions, poorly staffed customer service centers, (including unsupervised home-based), poorly trained customer service reps and “service” by AI run online chats/bots - it’s never been more important to have an advisor to help you through the fray!
HSA - THE POWER ACCOUNT
FDIC Rules for Trust Accounts: Planning Considering Bank Instability
Transfer on Death Deeds and the 6 Main Issues They Can Cause in California
How Long Does it Take to Settle a Revocable Trust After Someone Dies in California?
Reflections on Life, Markets and Economy
Produce your own 2023 “surprises” by improving your health, happiness and financial life in the areas you can control! If we get surprises showing inflation dropping faster, or, if corporate profits and consumers weather the higher interest rate environment better than expected - the market could go up, at least some. Plus the market looks ahead, so if it becomes evident that interest rate cuts are on the horizon, that will also push stocks higher in advance of those cuts.