Wondering if you should leave a life insurance policy outright to a spouse? Naming a legal beneficiary is necessary for life insurance, annuities, qualified retirement plans, individual retirement accounts, and some bank accounts. Ideally, these assets will be paid directly to whoever you have selected as your beneficiary in the event you passed away. The […]
OC trust attorney
Orange County Will and Trust Lawyer: 5 Things to Consider When Choosing a Guardian for Your Child
No parent likes to think about the possibility of dying while their children are still young. Regardless of how uncomfortable the issue may be, it’s important to name someone to care for your minor children if you pass away. As an Orange County will and trust lawyer, I can tell you that choosing a guardian […]
How 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 […]
How 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 […]
Approaching 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 […]