Anyone who grew up in a dysfunctional family understands the potential for discord when it comes to the family estate and an inheritance. But even in the closest of families, if there’s money involved, there’s room for conflict. Power of Attorney: Choose the person you can trust In Alana’s case, the dust...
When Jeannie was having trouble making ends meet after her husband died, she asked my friend Jim what he thought about reverse mortgages. Jim spent 40 years in the financial services industry, and these guys tend to be wary of things like life insurance and reverse mortgages. As predicted, Jim...
If you’re paying attention, you’re aware that the subject of caregiving is coming up a lot more frequently in the news and in conversations with friends and colleagues. The AARP is devoting one of its monthly newsletter to a variety of topics related to caring for America’s aging family members....
You may or may not make formal New Year’s resolutions, but many of us make little promises to ourselves--to spend more time with our families, to exercise more and eat a healthier diet. To tackle that old to-do list. Creating a Living Trust tops many to-do lists. After nearly two...
My family tried for years to get my folks to create a Living Trust. While my mom was an easy sell, it was my stepfather, Charlie, who was the holdout. A retired Navy pilot, we figured it was some kind of macho-military thing. He wouldn’t listen to my mom, his...
As you start thinking about what belongs in your Living Trust, here are four things that often get overlooked—and can have significant, often costly consequences. Creating Joint Tenancy Assets In Living Trust conversations, joint tenancy generally refers to real estate and how you hold title to a property. If two people own...
Tom and Gina came into our Oakland office to update their Living Trust—something they regretted not doing years before. Both Tom and Gina are Covid survivors. An RN at Kaiser, Gina became sick in the early days of the pandemic, and Tom soon became infected as well. Both were in...
Many of our Living Trust clients are already retired, while others may be mulling over the pros and cons of early retirement. Yet according to Employee Benefit Research Institute (EBRI) survey, just 11% of today's workers plan to retire before age 60. For those who do retire early, the reality...
A year of Covid has taught many of us about the importance of being prepared. For millions of people who were sick with this virus, having an updated Advance Healthcare Directive meant that their families could make critical-care decisions on their behalf. For the long haulers—those who continue to suffer...
An important part of financial planning includes creating a Living Trust. It means that your family will inherit your assets as you have planned. Another kind of financial planning: Investing that aligns with your values Another kind of financial planning that has grown dramatically over the last few years is socially responsible...
During the COVID-19 crisis, we at Guideway Legal Documents & Mediation Services have been busy helping people ensure their loved ones are covered should something terrible happen. And though this worldwide health crisis is thankfully beginning to wind down, Guideway is still here to help you make provisions for your family's wellbeing...
One of the consequences of Covid is that all too often, it doesn’t "just go away". This is not the flu. We hear about people getting Covid, then they’re back at work as if nothing happened. Those are the lucky ones. A good example is the White House staff last...
