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  • July 2015 Newsletter A will is one of the most basic estate planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition to a will is imperative
  • May 2015 Newsletter Inherited wealth need not be “an albatross around the neck of the children” as Sting so succinctly put it recently when asked if he was leaving his wealth to his children.
  • March 2015 Newsletter A healthy self-esteem and outlook in kids and teens can help them rise above the daily challenges they encounter in their journey into adulthood. Self-confident kids and teens have an easier time coping with issues and problems, as well as finding joy in their lives. People who have confidence also retain a more positive outlook on life in general.
  • February 2015 Newsletter Life moves fast – especially here in Orange County. In our fast-paced day to day, our communication with our children can become primarily instruction giving – get your shoes on, grab your lunch box, head for the car, etc.
  • January 2015 Newsletter If you and your spouse die before your children reach adulthood, a guardian is the person you designate to take care of your minor children as well as handle their finances. Sometimes people decide to split the roles – one guardian to raise the children and another to handle the finances
  • New Year's Edition 2015 A person who turns 65 today has a 70% chance of needing some type of long-term care at some time in their remaining years, according to the U.S. Department of Health and Human Services. On average, women will need 3.7 years of long-term care and men will need 2.2 years of care. Only 20% will need care for longer than five years.
  • November 2014 Newsletter Embrace the spirit of the holiday this year by adopting a new tradition that highlights gratitude, giving, and community (and have fun doing it).
  • October 2014 Newsletter Her will was made public a mere 10 days following her death because her children plan to auction off her artwork this fall. As a resident of New York, Bacall’s estate will be subject to both state and federal estate taxes. A trust left to her by Bogart will also be subject to tax based on its valuation.
  • September 2014 Newsletter Every single adult needs to have an advance health care directive written, signed and in place. This includes your children, as soon as they turn 18. This includes you. This includes your parents.
  • Back to School Edition 2014 Newsletter As hard as it is for all of us to “plan” for our deaths, doing so is one of the best things you can do for your family. Adding to their grief and pain by giving them no clue as to where to find your personal and business paperwork should not be a memory you leave behind.
  • Fall Edition 2014 Newsletter When we talk about retirement, most of us are still thinking about our parents’ retirement and how they did – or did not – plan properly for it. It’s no big stretch to think that our retirement will differ significantly from that of our parents, but there are still lessons to be learned from them in preparing.
  • August 2014 Newsletter If you own real estate, chances are you have purchased insurance to protect your assets against damage or loss. But have you taken the necessary steps to protect your assets against lawsuits or probate?