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Things Change! Estate Plan Update Reminder

by law_ewoxi5 | May 15, 2013 | Estate Planning News, News

You spend your whole life working hard to accumulate wealth, but few people spend much time planning for what will happen to it after they pass away, especially if children are in the picture. A recent Consumer Reports survey reveals that 86% of people have not...

6 Situations When a Trust is Better Than Just a Will – California Estate Planning

by law_ewoxi5 | May 8, 2013 | Estate Planning News, News

A will is one of the most basic California estate planning documents, and everyone should have one to make sure there is no question about what would happen to your assets if something happens to you. But there are situations when having a revocable trust in addition...

Excellent Mother’s Day Gift – Our Kids Protection Planning Kit

by law_ewoxi5 | May 3, 2013 | Estate Planning News, News

By now, the flood of floral commercials has already reminded us that Mother’s Day is Sunday, May 12. But before you plunk down a good chunk of change on something that will wilt and die in a week or so, consider a gift that is truly priceless: a plan for your kids (or...

Advance Health Care Directive – A Must-Have for Everyone

by law_ewoxi5 | Apr 14, 2013 | Estate Planning News, News

Every single adult needs to have an advance health care directive written, signed, and in place. This includes you, your parents, and your children as soon as they turn 18. After turning 18, your children are adults and you would not be able to access their medical...

Parents With Early Alzheimer’s – Don’t Wait To Help With Money Matters

by law_ewoxi5 | Apr 7, 2013 | Estate Planning News, News

People in their 50s and early 60s may notice their elderly parents having trouble with memory loss and handling finances. One in eight Americans 65 and over and 43 percent of individuals 85 and over have Alzheimer’s disease. But financial advisors and...

How to Talk to Your Children About an Inheritance

by law_ewoxi5 | Apr 7, 2013 | Estate Planning News, News

Warren Buffett has famously said that you should “leave your children enough to do anything, but not enough to do nothing.” A recent Accenture study showed that the children of baby boomers will inherit almost $30 trillion over the next three decades, leaving more...
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