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January 2017 Archives

9 don'ts if you do want to protect your wishes and assets

Having a will in place is one of the best ways to protect yourself and your family. A will can effectively define your wishes, establish contingency plans and direct others on what to do, especially when it is coupled with other estate planning tools like trusts and powers of attorney.

Advance planning can help prevent elder financial abuse

A recent report by insurance and retirement solutions provider Allianz Life reveals that as many as 37 percent of elderly Americans have been the victims of some form of fraud, scam, theft or other financial abuse. The number of victims has nearly doubled from the estimated 20 percent seen just a few short years ago (back in 2014).

Why you should make 2017 "The Year of the Estate Plan"

It could be at the top of your New Year's resolution list...or near the bottom, if you're dreading it. "Finally write a will" or "start future planning--will, trust, whatever" might appear on your list every year, without your doing anything about it. That's perfectly normal. Most of us don't relish the idea of setting down our final wishes, even if we've thought about them.

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Torrance, CA 90505

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