Posts Tagged ‘estate planning seminar’
Estate Planning Attorney in San Clemente: What Sets a Certified Specialist Apart
Looking for an estate planning attorney in San Clemente? Learn what a State Bar certified specialist is and why it matters here.
Read MoreWhy a Do-It-Yourself Trust Can Cost You More Than You Ever Imagined
Every week, we meet with families who are trying to do the right thing. They’ve worked hard their entire lives. They’ve built a home, raised children, saved for retirement, and now they want to make sure everything they’ve worked for is protected. Many of them tell us the same thing: “We thought we were saving…
Read MoreHow Often Should You Update Your Estate Plan?
One of the most common things we hear from prospective clients is: “We already have a trust. We did it years ago, so we’re good… right?” The answer may surprise you. Just because you have an estate plan doesn’t mean it’s still the right estate plan. In fact, some of the biggest problems we see aren’t caused…
Read MoreA Dementia Diagnosis Changes More Than Healthcare: Seven Legal Moves to Make While You Still Can
With dementia cases in the United States projected to double by 2060—and nearly 42% of Americans over age 55 estimated to be at risk of developing dementia—a diagnosis is something that more and more families will face. The statistics are sobering, but they become much more meaningful when they affect someone you love. When occasional…
Read MoreWho Controls Your Living Trust? Understanding Your Role as Trustee
One of the most common misconceptions about living trusts — and why understanding it could save your family from unnecessary hardship. If you’ve been thinking about setting up a living trust — or if you already have one — you may have asked yourself: “Wait, if I put everything into a trust, does that mean I’m…
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