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Estate Planning is a Sobering Experience–Perfect for your New Year’s Eve in 2020

2020-12-30T22:31:37+00:00

Amy C. Arnott, CFA Nov 2, 2020 Facing the reality of our eventual deaths and the potential impact on our family has been a sobering experience--and one we’re still working through. All the relevant documents have been signed, sealed, and delivered (neatly organized by our attorney in a handy binder), but the process doesn’t end there. For us, getting [...]

Estate Planning is a Sobering Experience–Perfect for your New Year’s Eve in 20202020-12-30T22:31:37+00:00

Estate Planning is Really About Them–Not You

2020-12-30T22:19:45+00:00

Having an Estate Plan Is Really Not About You - It Is About Them This article brought to you courtesy of Paula Walker, Confluence Law Center, Gresham Outlook Insider Estate Planning Expert. The New Year it is a good time to reflect on those closest to you. They are the ones who will be called upon to take care [...]

Estate Planning is Really About Them–Not You2020-12-30T22:19:45+00:00

What is Probate? Why Your Clients Need to Avoid It.

2020-12-29T18:03:45+00:00

What is Probate? Probate is the formal legal process that gives recognition to a will and appoints the executor or personal representative who will administer the estate and distribute assets to the intended beneficiaries. The laws of each state vary, so it is a good idea to consult an attorney to determine whether a probate proceeding is necessary, whether the [...]

What is Probate? Why Your Clients Need to Avoid It.2020-12-29T18:03:45+00:00

Marilyn Monroe’s Estate Keeps on Giving–$8 Million in Revenue Last Year.

2020-12-28T17:32:21+00:00

The Wealth Advisor Contributor December 22, 2020 Marilyn Monroe’s estate makes millions every year. At the time of her death in 1962, the icon’s net worth was $10 million, when accounting for inflation. In 2020 alone, she made almost as much as that. But fans of the late star might be surprised to learn that it isn’t her many [...]

Marilyn Monroe’s Estate Keeps on Giving–$8 Million in Revenue Last Year.2020-12-28T17:32:21+00:00

Congress is the Real Virus–What’s in the New Covid Bill

2020-12-23T20:31:49+00:00

Congress Reaches a Virus Deal: What's In It? Dec 20, 2020 A deal is reached. Let's look inside.After months of bickering, Congress Reaches Final Agreement on Pandemic Relief. Direct checks are expected to be $600 per adult and $600 per child, with the amounts decreasing for individuals with more than $75,000 in income and $150,000 for couples. Dependents over the [...]

Congress is the Real Virus–What’s in the New Covid Bill2020-12-23T20:31:49+00:00

California Wealth Tax is Harbinger of Things to Come

2020-12-23T20:24:03+00:00

The WSJ article came out on December 18, but my understanding is that bill had already died by that date. However, economic nonsense never stops.   Deja Vu: Another Wealth Tax Bill Introduced  The California Globe reports Another Wealth Tax Bill Introduced in Assembly. A new bill was introduced in the Assembly this week that would simultaneously increase corporate taxes, [...]

California Wealth Tax is Harbinger of Things to Come2020-12-23T20:24:03+00:00

Are You Communicating Regularly with Your Customer Base? Let TrustlockPro be your Communications Partner!

2020-01-22T19:32:53+00:00

 You have heard us talking about the two essential strategies for keeping and acquiring new customers:    “You need to be heard and you need to be heard often.”  Well, it is actually much more than that.   You need to increase your digital audience in order to get more people to meet you in the office.   How do you do [...]

Are You Communicating Regularly with Your Customer Base? Let TrustlockPro be your Communications Partner!2020-01-22T19:32:53+00:00

9 Ways To Pay For Long-Term Care Without Buying Insurance

2020-01-11T00:29:04+00:00

Lets face it, the greatest threat to your financial survival as either an senior citizen or an inheritor of your parent’s estate is the cost or long term care.   Yes, the intuitive and forward thinking types with good insurance advisors purchase long term care insurance when it is affordable. But for the rest of us and our parents, we [...]

9 Ways To Pay For Long-Term Care Without Buying Insurance2020-01-11T00:29:04+00:00

Six Asset Protection Strategies To Shield Your Wealth

2020-01-09T22:41:49+00:00

A major part of any inheritance may be the inclusion of a proper estate plan for the inheritors! If you are waiting for mommy and daddy’s estate assets to be transferred into your bank account, you should consider this: ALL OF YOUR CREDITORS MAY BE WAITING FOR THAT MONEY TO ARRIVE AT YOUR ACCOUNT AS WELL! Ex-wifes, the Internal [...]

Six Asset Protection Strategies To Shield Your Wealth2020-01-09T22:41:49+00:00

A Revocable Living Trust is Your Answer to Saving Your Family from Probate Hell

2020-01-09T21:51:34+00:00

You’ll Save Your Loved Ones Months of Legal Red Tape, Untold Frustration, and Thousands of Dollars in the Process! Ask ANYONE who’s suffered through it! Probate is a TAKER - taking time, money and control of one’s estate away from rightful heirs. What can YOU do to avoid probate? You can take a few easy steps NOW and set [...]

A Revocable Living Trust is Your Answer to Saving Your Family from Probate Hell2020-01-09T21:51:34+00:00

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