by Kathryn A. Flanigan | Oct 8, 2013 | Uncategorized
Face it, most of us have lives that are messy. There are divorces, remarriages, stepchildren, adult children who can’t handle money or are married to freeloaders. Having an estate plan can really help protect us from ourselves; here are some tips on getting...
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Having a will that is out of date is like having no will at all.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 | 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
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 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 | 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...
