Blog

Four years ago, Pam Miller went to the home of a woman who was dying of cancer. The woman had lived a full life and

Talking about death can be difficult for most people. However, one thing is certain: it is going to happen, and someone else is going to

Retiring as a millionaire might seem like a lofty goal for millennials, but if having financial security in your future is important, it is a

Life insurance is not an easy decision. When is the last time you thought about your policy? Do you have the right kind? The right

An 85-year-old man who bobs between residences in Australia and the State of Washington is not an “elder” for purposes of California’s Elder Abuse Law,

With interest rates at historic lows—for the time being—wealthy families are turbocharging their estate-planning strategies by pairing intrafamily loans with trusts. In late 2009, a

Estate planning frequently addresses property transfers in contemplation of death while elder law considers retirement income issues. While it is easy to consider the two

Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you

With its views of the Rincon Mountains and nine large, adobe-style homes, the Villas at Houghton looks more like an upscale gated neighborhood than a

You don’t have to be a CEO or multimillionaire to benefit from a trust. If you have highly specific wishes on how and when you

Parents of college-bound students may be so distracted by tuition payments and dorm-room shopping that they forget one important fact: your 18-year-old “child” is a

It may be an unpleasant task to think about your own mortality, but the fact is, writing a will is one of the smartest financial