The Flanigan Law Group, A Professional Corporation
Call Our Irvine Office Today
Click Here To Call Now
Local: 949-450-0041
Toll Free: 800-732-2413

August 2013 Archives

Are Reverse Mortgages a Good Idea?

Many retirees - and those planning for retirement - are taking a look at reverse mortgages to supplement their retirement income. If you are 62 or older, a reverse mortgage allows you to use your home equity to receive a loan. The loan does not have to be repaid until you die or sell the home.

Teaching Kids About Money

Teaching your children and grandchildren about money - which means going beyond simply telling them "money doesn't grow on trees" - is one of the greatest legacies you can leave.

The Truth About Retirement Plans

There are a number of myths surrounding retirement plans and when you are in the process of doing your estate planning, you should be able to sort truth from fiction. So here, finally, are some unvarnished truths about retirement plans:

Federal Benefits Information Resources for Same Sex Couples

The federal government is in the process of updating a number of applicable rules and regulations as the result of the Supreme Court ruling in United States v. Windsor, in which the Court struck down the federal Defense of Marriage Act (DOMA) as unconstitutional, clearing the way for same sex partners who marry in states that recognize gay marriage to receive federal benefits.

Review Trustee Duties Before Making Your Choice

Naming a trustee for your estate should be done with considerable forethought, with a focus on who can perform the duties of a trustee carefully and completely. This will not always be someone who is a friend or family member. You should be aware of what a trustee's duties entail before making your choice:

Role of the Prudent Investor Rule in Trust Administration

Those who are entrusted with administering a trust are bound by California law to follow what is known as the Prudent Investor Rule, which means that trust assets must be invested and managed as a prudent investor would, while considering the purpose, terms, distribution requirements and other circumstances of the trust.

Learn How We Can
Help You

Send Us An Email

How May We Help?Send Us An Email

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

15615 Alton Parkway
Suite 450
Irvine, CA 92618

Toll Free: 800-732-2413
Fax: 949-271-6346
Map & Directions

Review Us