by Kathryn A. Flanigan | Sep 24, 2013 | Uncategorized
With the federal deficit growing larger every day, it is pretty clear that at some point in the future taxes will rise on all Americans, including retirees. Fortunately, there are some steps you can take now that can help you be proactive in optimizing your retirement...
by Kathryn A. Flanigan | Sep 24, 2013 | Uncategorized
Having a will that is out of date is like having no will at all. Here are five things that can make your will useless:1. Beneficiaries have died. If the heirs you have named in your will died before you do, then your estate will be distributed according to California...
by Kathryn A. Flanigan | Sep 24, 2013 | Trust Administration
It’s no misnomer that a position with so much responsibility carries the name “trustee”. After all, you have been entrusted with a solemn responsibility – California law even requires that you fulfill your duties under a Prudent Investor Rule...
by Kathryn A. Flanigan | Sep 24, 2013 | Uncategorized
Creating an estate plan for yourself – or helping your aging parents with the task – usually involves the disposition of personal property and other tangible assets. Little thought is usually given to the digital assets that have become so important to...
by Kathryn A. Flanigan | Sep 24, 2013 | Estate Planning
Let’s say you have spent the time and money necessary to create an estate plan that includes a will, a living will, durable powers of attorney, advance health care directives and maybe even a trust. Then you move to another state, for retirement or a better job....
by Kathryn A. Flanigan | Sep 10, 2013 | Uncategorized
While most parents have the best intentions when it comes to teaching their children about handling finances wisely, sometimes the lessons don’t take. In addition to concerns about spendthrift behavior, some children experience problems with substance abuse or...
by Kathryn A. Flanigan | Sep 10, 2013 | Inheritance Disputes
When it comes to an inheritance, sentimental items are just as likely to spark a family fight as money. Here are five tips to prevent family feuds over personal property:</p> 1. Inventory all property. You need to make a careful list of all personal property...
by Kathryn A. Flanigan | Sep 10, 2013 | Uncategorized
Some new enhancements to the privacy rules under the Health Insurance Portability and Accountability Act (HIPAA) go into effect on Sept. 23, 2013. HIPAA prevents disclosure of your medical information without your written consent, and the following updates have been...
by Kathryn A. Flanigan | Sep 10, 2013 | Uncategorized
If you are currently in your 50s, retirement is certainly on the horizon. You may have already done a good job of saving and planning for your retirement, although recent studies show that more than half of Americans are financially unprepared for retirement.Here are...
by Kathryn A. Flanigan | Sep 10, 2013 | Uncategorized
As parents age, many adult children find themselves having to lend a hand with the things our parents used to be able to do for themselves. The thing is, they still want to do these things for themselves, and many may resent their inability to do so.Here are some tips...
