Posts tagged with "California Insurance"



Estate Planning · September 15, 2023
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1
Newlywed or soon-to-be? Beyond the vows lies a profound act of love: estate planning. Surprisingly, saying "I do" doesn't automatically safeguard your mutual assets or health decisions. Navigate this essential yet overlooked step with our guide, as we uncover 6 pivotal tools every couple should consider. Turn the page on a gift that ensures your partner's security and honors your wishes. Make estate planning a heartfelt chapter in your marital story. Dive in!
Estate Planning · September 01, 2023
Can You Rely on Legal Insurance for Your Estate Plan?
As affordable legal solutions like workplace-offered group insurance become popular, their adequacy for detailed estate planning comes under scrutiny. This 'one-size-fits-all' might leave families navigating unexpected legal hurdles. Our article highlights these pitfalls, emphasizing the need for personalized strategies. Beyond mere asset protection, a heart-centered approach ensures a harmonious legacy and a secure future, underscoring the significance of expert estate planning.
Estate Planning · November 21, 2022
7 Issues To Consider When Purchasing Disability Insurance
According to the Social Security Administration, nearly one-third of people aged 25 to 54 will become disabled before retirement. When choosing a policy, keep these 7 disability insurance issues in mind. Read more...
Estate Planning · October 19, 2022
2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?
Estate planning is a continuous activity, not a one-time event. You probably already know how vital it is to make an estate plan, but you might not realize how crucial it is to keep that plan up to date. If you want your plan to succeed and keep your family out of court and out of conflict, you need to update it immediately in response to frequent life occurrences. No matter who you are, your life will change: families change, assets change, laws change, and ambitions change. This article will o
Estate Planning · October 12, 2022
5 Smart Ways To Pay For Your Funeral That Won’t Leave Your Family To Foot The Bill
It is never easy to think of your passing, even harder considering that even death has a price. The average funeral cost is between $7,000 and $12,000, rising yearly. Yes! You made a bequest in your will to pay for funeral expenses. However, the money is not readily accessible because of the probate court procedure. Imagine your loved ones experiencing both grief and financial hardships. The best course of action is through us, your Personal Family Lawyer®. Allow me to demonstrate the five most.
Business · June 28, 2022
4 Fundamental Asset Protection Vehicles For Business Owners
Regardless of what industry you're in, the reality of being a business owner is that you open yourself up to a number of unique risks that most people don't have to worry about—and the more successful your business is, the more risks you face. And because most business owners aren't fully aware of all the potential risks that can affect their company or the options available to protect their personal assets from the risks of doing business. This is where asset protection planning comes in.