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  1. Blog
  2. 2019

Posts in 2019

  • Discussing a Document
    Dec 13 Consider A Power of Attorney as a Parent’s Condition Takes a Turn

    An 80-year-old man had seizures several months ago. He was treated in the hospital and since then, has had some lapses in ...

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  • Discussing a Document
    Dec 11 Death Happens when We’re Not Looking – Be Prepared

    There are hard topics, like sickness and death, that estate planning prepares for. Then there’s the unexpected, says Wicked Local ...

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  • Discussing a Document
    Dec 11 What Will New Acts of Congress Mean for Stretch IRAs?

    The SECURE and RESA acts are currently being considered in Congress. These acts may impact stretch IRAs. A stretch IRA is an ...

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  • Doctor Talking to a Patient
    Dec 09 Why are Senior Citizens So Vulnerable to Scammers?

    The amount of money stolen from seniors is absolutely stunning, but what makes this worse is that victims are often too fearful ...

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  • Discussing a Document
    Dec 06 How Can Beneficiary Designations Wreck My Estate Plan?

    It’s not uncommon for the intent of an individual’s will and trust to be overridden by beneficiary designations that weren’t ...

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  • Laughing
    Nov 25 What Did a CA Couple’s Grandkids Say That Led to a $750-mil Donation?

    A substantial donation followed the events described by Stewart Resnick. He saw that, after some unusual winter weather in 2015, ...

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