Do You Have a Health Care Directive?
Apr 11, 2024
Fortunately, there’s a simple solution: a health care directive. With this, you can make key medical decisions in advance of incapacity. That way, if this does come about, you know that your wishes wi...
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5 Estate Planning Mistakes You Can Avoid Making
Jan 17, 2024
You do not need to reach a certain point in your life or achieve a certain material success before the need for an estate plan exists. Putting Off Creating Your Estate Plan You do not need to reach a ...
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Executor Duties – Estate Accounting
Jan 17, 2024
When an individual dies, he or she leaves behind assets. Those assets make up the decedent’s estate. Probate is the term given to the legal process that eventually transfers those estate assets to the...
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Including Intellectual Property in Your Estate Plan
Jan 17, 2024
Intellectual property can be defined as "a work or invention that is the result of creativity, such as a manuscript or a design, to which one has rights, and for which one may apply for a patent, copy...
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What Is a “TOD” Account?
Jan 17, 2024
Certain financial accounts as well as some securities and even vehicles (depending on the state) can be owned with a "Transfer on Death (TOD)" or "Payable on Death (POD)" designation. Probate Basics A...
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3 Times When You Need to Review Your Estate Plan
Jan 17, 2024
As time goes by, expect your estate plan needs to change. Set the goal of reviewing your estate plan once per year. And of course, if you have a reason to review it sooner than scheduled, don’t hesita...
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Nursing Home Planning Tips
Jan 17, 2024
It’s a challenge to think about, but there may come a day when you require nursing home care. Maybe you require this type of care after major surgery. Or perhaps it’s the best place to live in your ol...
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What You Need to Know about Medi-Cal
Jan 17, 2024
Both Medi-Cal (California’s Medicaid program) and Medicare provide healthcare coverage and are funded by the federal government; however, the similarities stop there. The Difference between Medi-Cal a...
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Life Insurance Options Explained
Jan 17, 2024
The simplest and typically least expensive life insurance option, a term life insurance policy is purchased for a specific amount of coverage and a specific term, usually 10 to 30 years, with fixed pr...
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5 Benefits to Creating a Revocable Living Trust
Jan 17, 2024
Modifying, or even terminating, a revocable living trust is straightforward. Adding or removing assets, for example, can be accomplished easily. You can also change the Trustee or add an additional Tr...
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