by Kathryn A. Flanigan | Oct 23, 2012 | Uncategorized
Estate planning is crucial to protecting your assets, not only for your own use during your lifetime but also for future generations. However, it is just as important that you avoid these common estate planning mistakes or all the care you have taken to protect your...
by Kathryn A. Flanigan | Oct 23, 2012 | Uncategorized
A recent issue of Forbes examined the mistakes many celebrities have made in their estate plans (or lack thereof) that caused plenty of pain and suffering for their families and their estates. Here is the list of those celebrity mistakes and what we can learn from...
by Kathryn A. Flanigan | Oct 23, 2012 | Uncategorized
To keep your car running smoothly, you need to perform regular tune-ups and due to the volatility of the financial markets in recent years, the same is true for many retirement plans. Here are some tips on performing a retirement plan tune-up:Tweak your 401(k)...
by Kathryn A. Flanigan | Sep 25, 2012 | Uncategorized
Any Orange County estate planning attorney can tell you that there are many ways to lower your estate taxes; some are very effective for certain people while for others they are not. Below are two popular methods for lowering estate taxes that might work well for your...
by Kathryn A. Flanigan | Sep 25, 2012 | Uncategorized
A report from the National Council on Aging (NCOA) and the National Association of Area Agencies on Aging says that millions of seniors are missing out on over $20 billion in benefits simply because they are unaware these benefits are available.The two organizations...
by Kathryn A. Flanigan | Sep 25, 2012 | Uncategorized
Current research shows that a majority of baby boomers have avoided creating a living will or health care directive because they feel young and healthy, and don’t believe they will need these important estate planning documents for a long time.Boomers are...
by Kathryn A. Flanigan | Sep 25, 2012 | Uncategorized
A growing trend in estate planning is the establishment of a pet trust, a legal document that ensures your pet receives the necessary care after you die. Probably the most infamous example of a pet trust is the one in Leona Helmsley’s 2007 will, which left $12...
by Kathryn A. Flanigan | Sep 25, 2012 | Uncategorized
One of the biggest fears that aging parents with little retirement savings have is, who will underwrite the cost of their “golden years”? Most parents don’t want to burden their children with the costs of long-term care or funeral expenses; this is...
by Kathryn A. Flanigan | Sep 11, 2012 | Uncategorized
Adding insult to injury, most retirees are not even paying for their own educations. The financial crisis of the past few years had college students tapping their parents and grandparents for loans and that growing trend mirrors the increase in retirees whose...
by Kathryn A. Flanigan | Sep 11, 2012 | Uncategorized
The September issue of Consumer Reports magazine said that even though legal do-it-yourself websites are cheap and convenient, the products they provide will not work for most people and are no substitute for a qualified attorney.One of the tests the Consumer Reports...
