by Kathryn A. Flanigan | Apr 23, 2013 | Uncategorized
A recent Forbes.com article exposed the top 10 estate planning myths that could be detrimental to your family; here are the second 5:You don’t need a lawyer to create an estate plan. A Consumer Reports investigation recently found that online resources to draft...
by Kathryn A. Flanigan | Apr 22, 2013 | Uncategorized
If you are or will be caring for an elderly relative, it is critical for you to ensure that person has the proper estate planning documents in place that will enable you to provide the best possible care. Those documents include: Durable Power of Attorney. This...
by Kathryn A. Flanigan | Apr 13, 2013 | Uncategorized
Leaving your family in the best possible financial shape is a primary goal of California estate planning; here are some steps you can take now to achieve this:Be sure you have sufficient life insurance. Will your family be able to survive just fine without your income...
by Kathryn A. Flanigan | Apr 9, 2013 | Uncategorized
Research shows that most Americans who have access to a 401(k) plan still fail to contribute, which is just another way to leaving money on the table. Investing in a 401(k) is one of the easiest ways to build a nice tax-deferred nest egg for retirement, and financial...
by Kathryn A. Flanigan | Apr 9, 2013 | Uncategorized
To protect both their businesses and their families, female entrepreneurs need to take these three important estate planning steps:1. Create a succession plan. If you are a woman running her own business and have business partners, you should have a buy-sell agreement...
by Kathryn A. Flanigan | Apr 9, 2013 | Uncategorized
Recent research shows that boomers should be preparing themselves for a double whammy: less inheritance from longer-living parents and having to tap some of their own savings to help those parents make ends meet.Many boomers who may have been counting on an...
