You may face some challenges when you reach an advanced age, and loneliness is one of them. Many people lose their spouses, close friends, and other family members. This leaves a significant void that can reverberate on multiple levels. The dynamic is magnified when you no longer work so you have no interactions with coworkers. […]
Estate Planning
Is There a California Estate Tax?
There is a federal estate tax that can be a factor regardless of your location in the United States, but is there a California state estate tax? This is a question that is frequently asked, and we will provide the answer in this post. The Unfortunate Dozen State-level estate taxes are the exception rather than […]
Meeting the Next Level in Minneapolis
The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning Attorneys held its semi-annual conference providing education and learning for and inspiring excellence in its Members. Read on to learn more about the unique experience at the Spring Summit 2024 conference.
How To Choose Guardians
I say, “Choose a guardian for your children,” and your knee-jerk answer is your parents or a very close friend. How about choosing alternates in case your first choice is unable to take on the role? What attributes do you want in a guardian? Do you want the guardian to handle your child’s money […]
What Taylor Swift Can Teach Us About Estate Planning
Regardless of your feelings about her music, her attendance at National Football League games, or anything else related to the popstar, it’s hard to argue that Taylor Swift isn’t a cultural phenomenon. In 2023, Taylor launched a multi-city tour that broke records for attendance, sales, merchandising, and gross revenue; the Federal Reserve credited her with boosting the country’s economy; and Time magazine named her Person of the Year. While interesting, these statistics only tell part of the story. When Taylor Swift takes action, her legions of fans, called “Swifties,” take notice. Often, blogs about celebrities focus on what went wrong, here, it’s about what went right.
Avoiding Scams After the Death of a Loved One
When it comes to making money, scammers don’t think about the people they are victimizing. All they focus on is increasing their income by whatever means necessary. That said, certain groups of people are at a higher risk of being targeted than others. Not surprisingly, those who are in mourning are one of the categories […]
See Larger Map Get Directions