Time, Technology, Fire and Flood: 3 Tips to Protect Your EP Documents
A good friend called and told me all the things that went wrong yesterday. Anyone who has been around long enough knows that accidents happen, Murphy’s Law does exist, and things have a tendency to go wrong occasionally; computers crash, fires happen, pipes break and flood your home. And sometimes things just get lost during […]
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Presidential Wills in Our Nation’s History; a Fourth of July Tribute
On the Fourth of July we look to our nation’s history and appreciate the people and events of the past that have brought us to where we are today. In that spirit of reflection, we offer on our blog this holiday weekend some of our nation’s history as relates to estate planning: the last wills […]
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Michael Jackson’s Will Answers Few Questions
The past week has been filled with media speculation about Michael Jackson and his will: Did he have one and what might be in it? Well the waiting is finally over… kind of. It turns out Michael Jackson did create a will, which was submitted to the California probate courts earlier this week. The will […]
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Planning Your Estate is Just the Beginning…
Many people come into our offices thinking that the estate plan we help them create will be quick, easy, and above all the end of the line. They hope that once this item is crossed off the to-do list they can breathe a sigh of relief and never think about it again. For some people […]
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Michael Jackson’s Death Leaves A Legacy of Questions
Michael Jackson’s death on Thursday shocked the world. As fans and mourners line up to pay their respects (and snap up Jackson music and merchandise) the question now on the minds of many is: What will happen to Michael Jackson’s estate and to his children? It is still too early to know what legal steps […]
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A Matter of Faith: Advanced Health Care Directives and Religion
The subjects of life and death are not generally considered legal topics, but rather spiritual ones; they push us to examine the very nature of humanity and the existence (or not) of a soul, touching on our most deeply held beliefs. As a document that deals directly with these issues in the most personal manner, […]
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How Far Would You Go to Leave a Legacy for Your Children?
I was recently interviewed by a reporter for the Desert Magazine regarding how to leave a legacy to family and loved ones. As an estate planning firm our job is to help people find the best way to leave an inheritance to their loved ones; but the inheritance you leave your children can end up […]
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If It Sounds Too Good to Be True, It Probably Is
One of our clients recently contacted us regarding his good fortune: “We are pleased to inform you of the result of the Lottery Winners International programs… Your address attached to ticket number 2051146 won in the second category, you have therefore been approved to receive a sum of 1,000,000.00 Euro. Congratulations!!!” You probably recognize the […]
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Summer is a Time for Giving
Summer is a time for iced tea and watermelon, long days in the pool, vacations at the shore… and for many people summer is also a time to volunteer for your favorite charity. With school out and free time at a maximum the time is ripe to get to know your community—and contribute with a […]
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The Power of Communication
How often do you and your spouse talk about the financial aspect of your retirement? For that matter, how often do you talk about finances in general? New Research by Fidelity has found that an alarmingly high number of couples barely communicate about their finances at all. In fact, “only 15 percent of couples feel […]
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