Lyons Maureen a
Riverside, CA:
Why Parents-to-Be Need to Add Estate Planning to their To-Do List in Riverside, CA
Couples who are expecting their first child are busy with decorating the nursery and taking childbirth classes. In addition to planning for their financial future, estate planning should be a high priority to-do item. They need to purchase life insurance, set up a college fund, and answer one of the...
Why Parents-to-Be Need to Add Estate Planning to their To-Do List
Couples who are expecting their first child are busy with decorating the nursery and taking childbirth classes. In addition to planning for their financial future, estate planning should be a high priority to-do item. They need to purchase life insurance, set up a college fund, and answer one of the...
Estate Planning, Trusts, Trusts and Estates, Asset Protection, Estate Planning Lawyer, Living...
Consider your will as one last chance to let your heirs know how much you love them – because you thought enough of them to plan for your eventual demise. Any adult with minor children or assets of any kind needs to have an estate plan. And if you have...
Estate Planning Needed to Continue Family Farm Traditions. Estate Planning
Sitting down for “that conversation” with family members is never an easy thing when it comes to planning for the next generation to take over the family business, especially when the business is a farm. But succession planning for farm families is a critical piece to ensure that the land...
Regular Estate Planning Updates Essential for Family Business Owners. Estate Planning-Lee’s...
Successfully achieving a tax-efficient transfer of the family business across the generations requires good estate planning that is regularly updated to adapt to changing situations. Most family business owners do have estate plans in place, but they are often out of date, and this presents problems. Family businesses matter in...
Seniors Often Make These Retirement Planning Mishaps
Here are a few of the most common mistakes we’ve seen seniors make in regards to their retirement planning. Sometimes knowing what NOT to do is just as important as knowing what to do. So it is with retirement planning. Physician’s Money Digest lists some of the most common mistakes...
What are wills, trusts, and estates?
Learn the basic terms associated with estate planning law and how how wills, trusts, and estates can help you plan for your future.
Why You Should Put an Estate Planning Attorney on Your Cancer Defense Team
Cancer patients from low-income, at-risk populations face an even tougher road to a cure than those who are well-off. Even if they somehow manage to obtain quality health care and survive their illness, massive medical debt can leave their lives in shambles. An estate planning attorney can be a valuable...
Common Estate Planning Mistakes That Should be Easy to Avoid
Let's cut right to the chase: one of the most common estate planning mistakes is simple to avoid and usually the result of sheer forgetfulness. It has nothing to do with the will or estate taxes. It's the beneficiary designation. People forget to make changes as their life circumstances change....
Walking Down the Aisle for the Second (or Third) Time? Consider These Estate Planning Tips
Below are a few important considerations for estate planning for second (or subsequent) marriages. If you find yourself looking at marriage for the second or third time, you may want to browse over to The Des Moines Register for an article entitled “Estate planning for a second marriage” that discusses...
Keeping Estate Plans Current Protects Family Businesses
Whether it’s a farm or a manufacturing facility, family businesses are a key part of the global economy. Family business owners are not always very good about keeping their estate plans up to date. Circumstances change: the value of the business may grow or shrink, relationships within the family may...
Have Your ICE Ready!
Most families I have met over the years needed some general guidelines regarding what to have in place and how to know to accomplish this task. Here are some of my favorite ideas for getting things sewed up and ready for a new start. This might seem burdensome, until you...
Estate Planning After your First Child Arrives
When young couples expect their first child, the to-do list never seems to end. From lining up in-home help to managing hectic daily schedules, the process can prove daunting. Then there's financial planning. Financial advisors often urge parents-to-be to prepare by budgeting for the future. They might need well over...
