Archive for June 2019
How to Use a 529 Plan to Save for Education Expenses While Benefiting Your Estate
If you’ve heard of a 529 Plan, you probably think of it as a means of education funding for your children or your grandchildren. These plans are sponsored by state agencies or educational institutions, and they’re available to people of all income brackets. While a 529 Plan is a great tool for saving for…
Read MoreWhat’s the Point If You Aren’t Having Fun?
Many of us have felt “stuck” or in a rut at some point in life. Oftentimes it’s due to the fact we become focused on the “end-game” and not the journey. If your happiness is dependent on accomplishing certain goals, what happens if fate intervenes and outside events interrupt? That’s the problem with allowing your…
Read MoreHow to “Marie Kondo” Your Financial Life and Streamline Your Estate Planning Process
Listen to the Audio Version If you’re not familiar with Marie Kondo, take some time this week to watch one of her videos on YouTube or check out her new Netflix series, Tidying Up with Marie Kondo. It’s incredible to watch the relief and joy that people experience just by implementing her simple strategies to…
Read MoreWho’s Your Dado?
I love being Dado. “Dado” is what my kids have called me since they were first able to talk. The name just stuck. I like it because it’s unique, still identifies me as Dad, and just sounds fun. Being “Dado” is where I find happiness and purpose. It’s one of the core values of who…
Read MoreFlag of Our Fathers and Mothers
Today is an important day. Today we honor our American flag and for which it stands…indivisible…with liberty..and justice…for all. Our flag is the common unifier despite our differences as Americans. While we all have different life circumstances, experiences, upbringings, and origins, we can unite under our flag. Our flag affords us the opportunity to co-exist…
Read MoreHow Do I Talk to My Elderly Parents About Money Management?
While it may seem straightforward at first, there are a lot of details and difficulties that can get in the way of having the conversation with your aging or elderly parents. There are so many things to coordinate, and often the parent is less than helpful in the process. In this video, Kevin Snyder covers…
Read MoreApproaching the Conversation of Money Management With an Elderly Parent
Click to Listen to the Audio Version Estate Planning attorneys very often find themselves advising adult children of the elderly on the intricacies of managing their parents’ finances. While it may seem straightforward at first, there are a lot of details and difficulties that can get in the way. There are so many things to…
Read MoreLegal Documents Every Graduating Senior Needs to Ensure Parents Can Intervene Medically on Their Behalf
Click Here To Listen to the Audio Version It’s the end of the school year and graduations are in full swing. As your “baby” steps into adulthood, you might not realize that you will soon lose the ability to help your child or make healthcare decisions (even though you may still be paying the bill!)…
Read MoreBefore You Hire Before a California Elder Law Attorney…Ask These 10 Questions First!
You could never fit the dreams, goals, and desires of your family into a one-size-fits-all box. Nor can you fully anticipate the unique challenges, changes, and loss you and your loved ones may face ahead. As impossible as it is to predict your future and generalize your dreams, that’s how equally impossible it would be…
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