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 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...
by Kathryn A. Flanigan | Sep 11, 2012 | Uncategorized
For most Californians, Social Security makes up an important chunk of their retirement income, so avoiding costly errors now can make a huge difference in how you will live once you retire. A recent CBS MoneyWatch report lists four costly mistakes you should avoid in...
by Kathryn A. Flanigan | Sep 11, 2012 | Uncategorized
Right now, nothing much seems certain when it comes to taxes we can plan for in 2013 and we likely won’t know more until after the Nov. 6 election. However, there is one new tax many of us will see in 2012: the 3.8 percent Medicare surtax that will be used to...
by Kathryn A. Flanigan | Sep 11, 2012 | Uncategorized
While challenges to the Defense of Marriage Act (DOMA) wind their way through the legal system, same-sex couples and domestic partners still need to take measures to protect themselves in case of death or disability with some basic estate planning strategies.This is...
