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Savings bonds aren’t as popular as they used to be. However, if you’re old enough to have received them as gifts from parents or grandparents or you inherited theirs, you could have some highly valuable assets. As you’re working on your estate plan, it’s crucial not...
As you move toward retirement age, you may start thinking about what you’re going to do with the business. It’s a major asset. Many people will sell the business so that they can put the money they make into their estate plan. While this is certainly an option that...
Probably the most enjoyable part of estate planning – maybe the only enjoyable part – is realizing that you’re in a position to leave money and other assets to people you love as well as organizations whose work you admire and support. However, if you are leaving a...
Saving throughout your lifetime and investing your resources can allow for a comfortable life and a pleasant retirement. It can also mean that you have more assets than you need, allowing you to pass a substantial inheritance on to your family members and other loved...
Estate planning is a process that largely focuses on assets and human relationships. You can provide for a child with special needs, a spouse who has become medically and financially dependent on you and other people that you love. You set the terms that ultimately...
When someone dies in California, their property will typically need to pass through probate before it goes to their family members or other estate beneficiaries. Probate can take months and may require the repayment of debt and the payment of taxes before anyone from...
Medicare is available for almost all adults over the age of retirement, so man people just assume they won't need Medi-Cal (the Medicaid program in California) to protect themselves as they age. However, Medicare is a program with substantial gaps in coverage. The...
In the fields of elder law and elder care, you will hear many terms that you might not understand. Life care planning, for example, is a term not many people know. If you are in your senior years or have an older family member in your life, it is time to learn more...
When a family member dies, once you have dealt with the funeral, your priorities will turn toward guiding their estate through probate. Yet, many families do not realize that this can be a slow process -- especially when probate is involved. Even if everything is in...
Imagine falling ill unexpectedly. You might be in a coma or be badly injured with brain trauma. If you can’t speak for yourself, then who will make decisions on your behalf? What will you do if you can’t make your own wishes known to the medical facility or your...
