Do You Have a Plan for Your Business if You Become Incapacitated?
Jun 13, 2019
No one likes to think about incapacity or death, but have you stopped to consider what would happen to your business, the business you worked so hard to build and grow, if you suddenly became ill and ...
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Can Medi-Cal Help You pay Your Nursing Home Expenses?
Jun 13, 2019
If you had to add an extra $8,000 – $12,000 to your monthly budget because a spouse or parent needed nursing home care, how long could you do it? With proper planning, you can stop the rapid outflow o...
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Should I Name a Retirement Trust as Beneficiary For My Retirement Accounts?
Oct 06, 2016
Tax-deferred retirement accounts allow your savings to grow tax-free until you retire. When you begin taking distributions, you pay income tax on that money. The money that stays in your account will ...
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Business Succession Basics
Jul 12, 2011
What will happen to your business if you become disabled or die? Your goal is a smooth transfer that ensures your business will continue. As a business owner, you need to decide who you want to own and...
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Are Your Parents (and You) Prepared?
Jul 12, 2011
If you are a member of that middle generation, with kids to take care of and aging parents to worry about, talk to your parents now, while they still have the ability to prepare for their own incapacit...
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How to Select a Guardian
May 27, 2011
There Is No Perfect Choice The first thing to keep in mind is that in most cases there is not a perfect choice. Your task is to make the best choice you can given the available alternatives. Most lik...
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Executor's Checklist
Apr 29, 2011
Make Final Arrangements The most immediate task when someone dies is to make the final arrangements. Many people contact a funeral home for help with arrangements. If the decedent was religious, call...
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