Underestimating the Risk of Disability – The Importance of Being Prepared
No one likes to think about the possibility of their own disability or the disability of a loved…
Recent Developments in Estate and Tax Planning . . . and What to Expect in 2015*
2014 was a relatively quiet year by historical standards, but there were nonetheless some major cases and pronouncements…
The First Seven Steps to Take After the Loss of a Loved One
Dealing with the loss of a loved one can be traumatic. At best, it is a difficult and…
Five Essential Things Every Adviser Must Know About Estate Planning & Elder Law*
*This is an abbreviated version of Bradley Erdosi’s article originally published in the OC Lawyer magazine. Estate planning,…
You Don’t Have It Made Unless It Is Protected
By: Jeffrey R. Matsen Recently we have had several clients who have come to us for estate, income…
Planning for Pets
For many pet owners, pets are members of the family. These individuals sometimes say that if something happens…
Identifying Hidden Risks Creates Sales Demand
The world changes; clients’ circumstances change; motivations and interests change. As these changes occur—often gradually—“hidden” risks emerge that…