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May 2016 Archives

A big estate planning mistake California residents must avoid

There is a big estate planning mistake that a lot of California retirees are making and it is important that you and you family know what it is so you can avoid making the same mistake yourselves. The mistake seems fairly obvious when it is pointed out, but for those who do not know about it, the mistake can have a devastating effect on your family after you have passed away. This mistake has to do with the beneficiary designations on your IRA, 401(k), 403(b) and annuities and life insurance plans.

Estate planning for the terminally ill

If you are suffering from a terminal illness you will be dealing with a lot of heartache and personal growth challenges. You will also be dealing with some very serious estate planning challenges. If you are healthy enough to take care of your personal affairs, there are some important considerations you will want to keep in mind.

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Clovis, CA 93612

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