Archive for August 2018
Is Your Business Protected?
When we think of estate planning, most of us share the common goal of wanting to protect our spouse and our children from an uncertain future. We believe that it is our responsibility to provide for them at a time when they will be vulnerable without us. We focus on planning for this uncertainty and…
Read MoreSafe Deposit Boxes and What You Need to Know
Safe deposit boxes are commonly used to protect valuable belongings and important documents (such as insurance policies, financial documents, a will or a trust). However, it is easy to overlook what will happen to that safe deposit box after you die or you became incapacitated. The unintended consequences could be devastating or as your…
Read MoreWill a Reverse Mortgage Prevent Me or My Spouse from Qualifying for Medi-Cal?
I often get asked this question by clients or their adult children when a spouse or family member needs assistance with activities of daily living and requires extra care. This could be in the form of adult day care, in-home care, assisted living, or skilled nursing. None of these are covered by Medicare and all…
Read MoreHow Do I Hold Title in My California Home?
In the excitement of buying a home, filling out paperwork such as how do you want to hold title to your new home can often be a rushed process. As a result, many homeowners simply choose the one that sounds “right” without knowing the true ramifications or potential consequences down the road. In this video,…
Read More5 Ways to Hold Title in Your California Home
Purchasing a new home is an exciting yet stressful time. Once the offer is accepted, escrow is opened, and there is so much to do – packing up, arranging moving, completing financing. The list goes on and can be overwhelming. Of course, it is during this busy time when a homebuyer is the most distracted…
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