• Estate-Planning-Estate-Plan-Retirement-Accounts-Best-Retirement-Plan-Rancho-Santa-Fe-Magazine-Chris-Cooper
    Estate Planning Mistakes to Avoid

    Estate planning is far more complicated than most people realize. For many, a well-crafted estate plan involves far more than just a will. Depending on your family situation, your assets and other factors, your estate plan may...

    • Posted 7 years ago
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  • Estate-Planning-Protecting-Your-Will-No-Contest-Clause-Retirement-Estate-Rancho-Santa-Fe-Magazine-Probate-Court
    Estate Planning: Protect Your Will

    Estate planning is an effective measure undertaken to ensure that the assets you possess, which are usually the outcome of a lifetime of labor, are transferred to the recipients according to your wishes after your demise. To...

    • Posted 8 years ago
    • 0
  • Elderly-Parents-Elderly-Care-Assisted-Living-Retirement-Long-Term-Care-Insurance-Rancho-Santa-Fe-Magazine
    Caring for Elderly Parents

     5 Steps Every Adult Child Should Take As parents age, the question of who will care for them, and how that care will be delivered, becomes a more important one. Many adult children end up taking on...

    • Posted 8 years ago
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  • Best Financial Planning Tips
    Five Essential Financial Planning Tips

     Are you making good progress on your financial goals for the year? Whether you want to save more for retirement, put aside more for your kids college education or have other things you want to accomplish, now...

    • Posted 8 years ago
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  • Grantor Trusts and Estate Planning #retirement
    Are Changes Coming to Grantor Trusts?

    Recently, the Obama Administration proposed a change to the laws regarding grantor trusts. If the new tax takes effect, all grantor trusts will be included in the grantor’s estate. That’s the bad news. The good news is...

    • Posted 8 years ago
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  • Estate Planning
    Proper Estate Planning

    At some point in our lives we may ask ourselves: “If I die and have debt, who or what will be responsible for paying back those I owe?”The laws regarding debt after death are defined by each...

    • Posted 8 years ago
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