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.
On-line Based Estate Planning
Issues Involved with Co-Owning Property With Your Child
What Does a Successor Trustee Do?
Manage Your Destiny
The 4 Most Common Reasons Families End Up in Probate Court Even Though They Had a Trust
How to Fund a Trust & Advice on How to Implement and Maintain a Trust
As with many topics in the financial planning space - estate planning is often misunderstood and not managed well. Many attorneys are great about creating and getting paid for the initial legal work - but most are not willing to hold you accountable to fund, maintain and update the trust over time. Often the attorneys themselves have no business succession planning to make sure you’re taken care of if something happens to them. If those tasks are not done, or the attorney has no succession planning in place, the trust may not do what you wanted at the time it is most needed!