Life is unpredictable, and the last thing you want is for your family to be left in chaos, financial or otherwise. If you pass away unexpectedly or become incapacitated by illness or injury having an estate plan can help. Your family counts on you to provide for them, in the future as well as in the present. By planning properly …
Will, Trust, and Probate Definitions
What is a Beneficiary? When you plan what will occur to your property after you die, you choose humans who will inherit from you or take advantage of your assets. These are regarded as your beneficiaries. They are most likely family members or liked friends. your will is now not the solely place where you will title beneficiaries; any retirement …
What Are The 5 Components of Estate Planning?
The estate planning process can seem daunting at first. There is a lot to consider, and all of the decisions that need to be made are very essential ones. The 5 major factors of estate planning are: 1. Wills and Trusts A frequent false impression is that only rich humans need wills or trusts. In fact, a will or a …
Who We Are, After the Change
What change is that I am speaking of? The moment we realize, whether a man or a woman, that we do not need anyone else in our life to be financially successful and stable. Although, I will admit, I may be speaking a bit more to women than men right now. But, I also know there are plenty of men …
Ghosts on Fire
As I sat here this afternoon and looked deeply into my soul, I asked myself, “What has been the one thing that has held me back the most financially in my life?”. One, very clear picture popped into my head. I liken it to the one that I have for this post. It was tied to the ghosts of past …
Financial Literacy
One of the fastest ways to improve your finances is to increase your Financial Literacy. Financial literacy means how well you know and understand the nuances of personal finance. Lucky for you, I have found the best resource out there… and, it is completely FREE! Investopedia has a “wealth” of information that will help you to learn more, and start …
Financial Intimacy
The definition of Financial Intimacy is the act of two people sharing their financial resources with one another. As with any relationship, oftentimes it is difficult to get all of the facts or know-how of your partner’s spending habits up front. This may, in fact, come over time. For this reason, it is very important to approach this topic with …
Wills, Estates, and Probate
Here are the basics to get you started with Wills, Estates, and Probate. Rules and regulations vary per state (and country) so be sure to keep yourself informed on your local residential area. The links below are based on California law. If you need further guidence, or have any accounting needs regarding these, please do not hesitate to contact me …
California Lawyers
Every lawyer has a speciality and I have many professional contacts i am happy to recommend based on your needs. The best way to do that is to schedule a free consultation with me and I can then recommend them on our call. If you are looking for a list of Family Law Professionals in California, please click here to …