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August 2012 Archives

Plan Now to Save Taxes in 2012 and 2013

As uncertainty continues its grip on the estate planning landscape, here is some practical advice on what you can do before the end of the year to lessen the sting of anticipated tax increases in 2013:

5 Estate Planning Mistakes You Need to Avoid

According to the Pew Research Center, 10,000 Americans turn 65 every day - and will do so for the next 18 years. Unfortunately, a majority of these Americans do not have an estate plan to guide them on making good financial decisions for the rest of their lives and for their heirs, which is #1 on the list of five estate planning mistakes you need to avoid:

Tips for Designating a California Power of Attorney for Health Care

A California Power of Attorney for Health Care allows you to assign someone to make medical decisions according to your wishes in the event that you are no longer able to speak for yourself. Most people name a spouse, close friend, or relative who knows them well.

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