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The Importance of Incapacity Planning for the Golden Years

Incapacity planning may sound daunting, but it is crucial to protecting your family's assets and ensuring their well-being. This blog post will discuss how you can properly plan for the golden years and the importance of incapacity planning.

How Probate Court Can Hurt Your Family's Inheritance: Tips toStay Out of Probate

Losing a loved one is an emotionally charged time- but it can also be financially challenging for your surviving family members. Regarding receiving an inheritance, the probate court system can significantly impact the money and time your beneficiaries receive.

What Is a Medallion Signature Guarantee, and Do I Need One?

Upon seeing the words medallion signature guarantee (MSG), you may envision some shiny grand medallion, signifying a level of greatness few attain. However, that is far from what this guarantee means. An MSG is a unique tool used to protect the transfer of certain accounts and property from fraudulent transfers and may be required during the transfer of certain stocks and bonds.

Think Twice Before Gifting Your House to Your Kids - Tax Implications in California

As parents, we always want to give our children the best possible things. A house is one of the most significant investments a person can make, and it is very common to want to gift it to children so they can reap the benefits of it.

Can Dual Citizenship Ruin Your Estate Plan?

In early 2020, married actors Tom Hanks and Rita Wilson became honorary citizens of Greece. The president of Greece bestowed this honor upon them due in large part to their humanitarian work in the country after a deadly wildfire swept through Athens in 2018.

Should You Own Your Timeshare in Your Trust?

Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early days of timeshare ownership, high-pressure sales tactics, exceedingly vague contracts, and inflexible scheduling policies caused many people to quickly regret such purchases.

How Refinancing a Property Can Affect Your Estate Plan

The mortgage business is booming in many parts of the country. Historically low interest rates have created an almost frenzied environment with homeowners scrambling to refinance their home loans at these low interest rates.

A Tale of Two Celebrities: Chadwick Boseman and Eddie Van Halen

The death of an iconic figure can sometimes impact us deeply because it reminds us of our shared humanity. With a celebrity’s passing, we realize that death is an equalizer. It also reminds us of the importance of estate planning to protect a person's money and property.