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Myths regarding Estate Planning for senior citizens
Myth: If I need help paying my bills, I can just add my child to my bank account. Nothing bad will happen. False. When you add a child or anyone else to your bank account, you are making that person a co-owner of the account. Your child can pay bills using the money...
Frequently Asked Questions about Estate Planning for senior citizens
What can I do to protect myself from scammers? Proactive planning can prevent you from becoming a statistic of elder financial abuse. The first step is to make sure that, while you are mentally able, you put your wishes regarding the use of your money and property...
Estate Planning: Answering common questions of senior citizens
According to a study conducted by Caring.com, the percentage of people aged fifty-five and older who have created a will has fallen from 60 percent to 44 percent since 2019. Although creating or updating your estate planning may seem like a daunting task, a proper...
How your Financial and Estate Planning Team has your back
Comprehensive estate and financial plans are not just for the wealthy. Anyone who cares for a person or cause and who wants to provide for the person or cause after they die can benefit from such plans. Along with comprehensive estate and financial plans comes a team...
Things you need to know as a Living Trust Executor
Being named as an executor (also known as a successor trustee) in someone’s revocable living trust document can be considered a great honor. But with that honor comes responsibility. Whether you were appointed to this role due to someone’s death or incapacity, we are...
Why unmarried partners should care about Estate Planning
According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up from 3 percent in 1995.[1] More people such as yourself are entering long-term committed relationships without getting married....
Recent Posts
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Caring for yourself with the right Estate Planning prescription
Take your power back from COVID-19: Estate Planning steps to protect yourself and your loved ones
Preparing for Coronavirus – You need this legal document
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Who’s on your team?
Important Estate Planning considerations for LGBTQ couples
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(949) 676-6016
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Calabasas, CA 91302
(818) 626-3543
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