by Kathryn A. Flanigan | Feb 10, 2015 | Estate Planning
In a prior post, we highlighted the importance of young people to begin the estate planning process. Essentially, we noted that one does not need to have a multi-million dollar estate in order to have a basic estate plan. While you are in your 20’s and...
by Kathryn A. Flanigan | Feb 3, 2015 | Estate Tax
New England Patriots’ cornerback Malcolm Butler is living the dream. He had arguably the biggest play in Super Bowl XLIX; an interception at the Patriots’ one yard line that essentially sealed the victory and turned the Seattle Seahawks away from scoring...
by Kathryn A. Flanigan | Jan 29, 2015 | Estate Planning
One of the obstacles to creating an estate plan is knowing where to start. This can be difficult considering one the main barriers to meeting one’s goals in this regard is understanding the costs behind what you might need. This is especially important...
by Kathryn A. Flanigan | Jan 25, 2015 | Estate Planning
In our prior posts, we highlighted the benefit of not using a New Years resolution as a means of creating (or adjusting) ones estate plan. We have also discussed how you can jumpstart your retirement plan by taking some easy steps to save money when you have...
by Kathryn A. Flanigan | Jan 16, 2015 | Estate Planning
In our last post, we noted how people tend to make New Years resolutions that dont always pan out as they fall by the wasteside by the time the Super Bowl comes around. When it comes to promises to update (or create) an estate plan, this may fall into that category....
by Kathryn A. Flanigan | Jan 10, 2015 | Estate Planning
If you are one of the millions of Americans who makes a New Years resolution, chances are that you will break it at some point during the year. For many, they forget about their resolution; for some it is the lack of willpower or lack of commitment that does them...
by Kathryn A. Flanigan | Dec 31, 2014 | distribution of assets
If you’re living in Orange County and find yourself trapped in the probate process, you may feel that there is simply no way to organize everything for your estate. There are people who can help you make sure the bills, liabilities and other aspects of an estate...
by Kathryn A. Flanigan | Dec 23, 2014 | conservator
Did you know that you have several kinds of conservatorships you may be eligible for? Some include probate conservatorships, which include general and limited conservatorships. The differences make these conservatorships better for certain people, so it’s...
by Kathryn A. Flanigan | Dec 22, 2014 | Estate Planning
As Christmas draws near, families are planning to get together to celebrate the last holiday of the year. In these situations, there may be talk about estate planning, future inheritances, and what aging parents should do to protect their estates from undue taxes and...
by Kathryn A. Flanigan | Dec 11, 2014 | Estate Administration & Probate
The comedy world lost an icon in September when Joan Rivers lost her life to complications during a surgical procedure. Much has been made about the impeding medical malpractice lawsuit, the investigation against the Yorkville Endoscopy Clinic, and the citations...