Newsletters
Stay Up-To-Date with Estate Planning, Wills & Trusts, Probate, Medi-Cal Planning, Taxes, Investing, and More
The Psychology of Retirement
Ever since the Social Security Act funded federal pension plans in 1935, most Americans have taken it for granted that
Trusts for Those With Addiction Problems
Do you plan to list people who have an addiction as beneficiaries of your assets? You might have seen them
Travel Tips for Senior Citizens
If you’ve always wanted to see the world, but never found yourself with the means and opportunity to travel as
Do You Have Enough for Retirement?
It’s a good rule of thumb that your retirement income should be about 80% of your final pre-retirement annual income.
When Should You Take Social Security Benefits?
In the past, people assumed that they would retire by the age of 65 and start receiving full Social Security
How To Make Use of Annuities
You want a steady income stream during retirement — and an annuity may be just the ticket. But first, you
How To Choose a Good Place To Retire
In 2020, nearly 400,000 American retirees made the decision to move homes. Perhaps that’s not surprising. Most people have different
Should You Add Your Children to Your Deed and Bank Accounts?
Many people believe that an easy way to avoid probate and enable your children to assist you as you age
What to Know About Credit Scores
Your credit score represents your creditworthiness. A good credit score can help you start a business or get a car
