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End of Life Decisions

Everyone agreed on one thing: Marlise Munoz was dead. The 33-year-old Texas wife, mother and paramedic got up in the middle of the night on Nov. 26, 2013, to tend to her toddler son and suffered a pulmonary embolism. After her husband Erick, also a paramedic, was able to briefly get her breathing again she […]

If you have minor children and have not yet named guardians, you are not unlike many other parents who put off this critically important task. Perhaps you’re not quite sure how to go about naming guardians. Perhaps you just haven’t made the time to name guardians yet. Or perhaps you and your spouse/partner cannot agree […]

estate planning 91024

Asset protection is not at the forefront of most people’s minds. Most of us spend the majority of our time working to accumulate assets rather than considering the importance of protecting what we have. A recent article on The Motley Fool notes there are many things that can harm an investor more than a big […]

Most of us who have pets consider them part of the family; unfortunately, the plans we may have so carefully put together to protect our family do not always take our pets into account. According to the ASPCA, only 17% of dog and cat owners have made the necessary legal plans to ensure their pets […]

Legacy Planning 91024

So what exactly is your estate? Simply put, it is everything you own. This includes your home (and any other real property you own), furniture, personal possessions, car, bank accounts, insurance, and anything else owned by you. Estate planning is act of preparing for many important issues, including: Providing instructions for your care in the […]

Estate Planning 91024

Your holiday season “to-do” lists is already incredibly long, I know, but you really owe it to yourself to answer these six tax questions before year-end: Should I defer or accelerate income? Will you be in a higher tax bracket next year? If so, you may want to pull more income into this year. Conversely, […]