Written on November 26, 2012 Have you heard about the “Fiscal Cliff?” The Fiscal Cliff is the term being used to explain the automatic spending cuts and tax increases that will occur on January 1st […] Read more »
The Two Best Things About Thanksgiving!
1. Proof that Home-Cooked Meals are Still the Best. Did you know that the average American spends about $225 a month dining out? Although I love going out to eat as much as the next […] Read more »
Celebrity Estate Planning Mistakes
I have been writing about Living Trusts for the past several weeks, and I just recently came across an article from BusinessInsider.com that I found interesting. The article featured Trial & Heirs‘ Top 10 Celebrity […] Read more »
Steve Jobs Had a Living Trust
Steve Jobs passed away on October 5, 2011. Shortly after his passing, Forbes.com had an article titled, Steve Jobs Appears To Have Protected His Estate With Living Trusts. What follows below are excerpts of what […] Read more »
What Happens to My House When I Die?
For the last few weeks, I have been discussing the importance of having a Living Trust. One of the major reasons people chose to establish a Living Trust is to avoid probate. Probate can be […] Read more »
I Have Minor Children; What Happens if I Die?
As a financial advisor, one of the topics that comes up a lot when meeting with people is death. Nobody, including myself, wants to dwell on the topic of death, but for better or worse, […] Read more »
Why it’s Important to Have a Living Trust
Being a Legal Document Assistant, I am able to assist people in the preparation of their Living Trusts. For further information, click here, or contact me anytime. ____________________ A Living Trust is important to have for […] Read more »
What is a Legal Document Assistant?
Having completed all the requirements under the California Business & Professions Code section 6450, I am a Legal Document Assistant under California Law. ____________________ What is a Legal Document Assistant? Formerly called Independent Paralegals, beginning […] Read more »
Update Your Beneficiaries
When was the last time you checked/updated the beneficiary information on your retirement accounts, pension plans, and life insurance policies? If it’s been a while, now may be a good time to go through some of […] Read more »
Stock Market Myths
To say the stock market is going through a time of uncertainty right now would be a serious understatement. Just looking over the returns over the past week would make anyone feel anxious and nervous […] Read more »