The reason most Los Angeles residents have an individual retirement account is to help supplement income in later life or, following an account owner's death, to add to the financial support of a surviving spouse. However, some California residents see IRAs as assets...
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Year: 2013
California estate asset values are in the eye of the beholder
A Los Angeles forensic accountant can be hired to place a fair market price on the estate assets you have, but only you and your loved ones know the worth of sentimental objects. Some of the worst squabbles in probate occur over property that has little or no value...
How to protect a Los Angeles senior from financial abuse
Independence is a precious possession that seniors often guard carefully as long as they feel sound in body and mind. Even when age or illness interferes with that independence, older people can be hard-pressed to give up activities like driving or balancing a bank...
California directives make your wishes clear during incapacity
Many California legal documents, like some trusts, cover asset transfer wishes for individuals in robust health. Other estate planning documents, like wills, have no effect until a person dies. However, neither of these documents will do much good if you become...
The gang’s all here; talk about your California estate plan
The holiday season is one of the few times each year that entire families make a concerted effort to be in the same place at the same time. Even members of small families have incompatible schedules that make scheduling otherwise difficult. A California parent who...
Wrapping the future ? the necessity for a California estate plan
The holiday season gives Los Angeles families the opportunity to get together. That can be something that can be hard to coordinate any other time of the year. There are only a few occasions outside of holidays that draw families to one place. Among the most common...
California estate plans guard against elder financial abuse
Many people are hale and hearty throughout their whole lives, but many more suffer health problems as they age that make it difficult to continue to perform tasks that were once easy. It's not uncommon for older Southern California residents to get to a point where...
Goals determine planning needs for high-value California estates
An adult lifetime is spent carefully gathering, managing and protecting assets. If you're like many Los Angeles residents with considerable wealth, some or a great deal of those assets will outlive you to benefit the ones you love. Many affluent Californians...
Beneficiary reviews prevent California estate surprises
Drafting an estate plan can be as much about what you do want as it is about what you don't want. Maybe it has taken you several years to get to the point of meeting with an estate administration and planning adviser. Many Los Angeles residents want the distribution...
How to handle a windfall from a California estate
A large inheritance received during a time of grief would seem like a great comfort. Without proper thought and consideration, though, that windfall can create more problems than solutions. If the assets from a generous California will or trust have been passed to...