Category Archives: life insurance

Estate Planning for your Vacation Home

If you own a vacation home, it may have great significance to you from a personal, family, financial and emotional perspective.   How and whether that home will be passed on to others is a serious concern that can result in … Continue reading

Posted in Community Property, deed, Estate Planning, Gift Tax, Inheritance, life insurance, Probate, Tax, Trusts, Wills | Tagged , , , , , , | Comments Off

Free Dinner!!!??

Have you received the mailings or seen the notices in your local newspaper or periodical?  Free Lunch Seminar on the Critical Elements of Estate Planning.  Free Dinner (at a fancy restaurant) on what you need to know to maximize your … Continue reading

Posted in Estate Planning, Financial Planning, life insurance, Scams, Trusts, Wills | Tagged , , , , , | Comments Off