Happy New Year! As we welcome 2020, I find that as an estate planning attorney, my calendar quickly fills up with consultations for potential new clients eager to “get organized” and/or to “get their affairs in order.” Individuals & families seem eager to get a positive start in the New Year and seek expert advice…
Continue reading…Category: Power of Attorney
Why I’m Convinced that Estate Planning is a Women’s Issue
Estate planning is important for both sexes, but the pitfalls of failing to plan simply affect women, particularly mothers, much more than men– both in terms of raw numbers (we live longer) and the all-too-common female burden of carrying the entire family’s mental workload. As a group, the facts are: women live longer than men, earn less than…
Continue reading…Trust & Estate Planning FAQs
California + Nevada Estate Planning attorney, Tiffany Ballenger Floyd, answers some of the most frequently asked questions she receives about trusts and estate planning… Q: Isn’t Estate Planning Just for Rich People? A: NO!!! Many people have preconceived notions about estate planning and believe that it’s only necessary for multi-millionaires who wish to leave large trust…
Continue reading…Trust & Estate Planning FAQs with Tiffany Ballenger Floyd
Q: Isn’t Estate Planning Just for Rich People? A: NO!! Many people have preconceived notions about estate planning and believe that it is only necessary for multi-millionaires who wish to leave large trust funds to their children. However, this is far from the truth; an estate plan can be invaluable tools in the many people’s (not…
Continue reading…4 Estate Planning Myths That Refuse To Die
By Ron Carson, Forbes, May 5, 2019 Link to Original Article Estate planning remains one of the most misunderstood areas of planning. Over the years, I’ve met with people who “only needed a financial plan, not an estate plan” or “didn’t need a financial plan, just some help with estate planning.” I’ve also met with…
Continue reading…Should I Do My Estate Planning Online???
Today’s technology allows us to access a gamut of information from the comfort of our homes or by simply pressing a quick button from our smartphones. We can even do our shopping by simply asking our “virtual assistants”, like Amazon’s Alexa or Google Play, to place an order. However, this quick and easy access to…
Continue reading…What California Wildfire Victims Should Know About Insurance And Loss Of Use
by Megan Gorman, Forbes Link to original article here Across California, the wildfires have been beyond devastating. With the Camp Fire in the north and the Woolsey Fire in the south, it feels like the entire state of California is burning. But as Californians begin to sift through the ash and rebuild, there may be…
Continue reading…The Thanksgiving Table Is The Perfect Forum To Discuss Estate Planning
In addition to expressing thanks for all that you have in this world, take the opportunity, while your loved ones are relegated to one table, to discuss, or at least investigate, the following topics that will surely give them pumpkin to talk about. Power of Attorney: Easy as pie to execute, a Power of…
Continue reading…Places That Will Take Care of Your Pet If Something Happens to You
Here’s how to make sure your pet never becomes an orphan. It’s currently estimated that only 9% of people with Wills include provisions for their cats, dogs, or exotic birds. And unless you already have a sibling or friend who’s explicitly pledged to look after Pawudrey Hepburn, that could leave your pet in limbo if something serious…
Continue reading…How to Find the Right Legacy Planning Attorney for You.
Legacy planning is much more than a configured documentation of your assets. It is both a personal and procedural preparation of your life requiring additional foresight and planning for beyond. Developing a solid estate plan requires a culmination of knowledge based on law, accounting, and a level of customization that only a good estate planning…
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