What You Need to Know About Collecting Life Insurance Proceeds
If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...
top of page
Tel: 310.979.3131
in the South Bay of California
JOIN OUR MAILING LISTÂ
Search
- May 20, 2022
- 8 min
Key Milestones For Planning Your Retirement
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...
- Jan 25, 2021
- 4 min
What You Should Know About Long-Term Care Insurance
With people living longer than ever before, more and more seniors require long-term healthcare services in nursing homes and assisted...
- Oct 24, 2019
- 5 min
Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse
Elder abuse can take a wide variety of forms, but we think the worst of the worst is caused by unscrupulous adult guardians appointed by...
- Oct 22, 2019
- 5 min
Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse: Part 2
In the first part of this series, we discussed how some professional adult guardians have used their powers to abuse the seniors placed...
- Mar 8, 2019
- 4 min
Could an IRA Trust Benefit Your Family?
Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death,...
bottom of page