Vanessa Terzian E: vterzian@lagerlof.com PH: 818-864-6174 | Edward Terzian E: consultation@inheritancerecovery.com PH: 818-579-2358
How to Talk to a Loved One About Estate Planning Estate planning rarely comes up in the course of regular conversation and if it does, it is usually involves what has happened to a celebrity’s fortune after his or her death. The distance is safe, so the conversation can take place. But what if you…
DetailsHolidays a Perfect Opportunity to Check Up on Aging Parents The holidays are a traditional time for multiple generations to gather together, and are also a perfect opportunity for adult children to perform a reality check on how their aging parents are doing health-wise as well as assess financial and medical planning issues. The American…
DetailsLongevity Insurance Can Help Those Worried About Outliving Their Money With longer life spans comes the necessity to be sure your money is around at least as long as you are. Longevity insurance – where you pay a certain sum to an insurer when you’re in your 60s in exchange for monthly payments 20 or…
DetailsSavvy Year-End Tax Moves for Retirement Plan Owners Even though the elections are over, no one knows what Congress will do by the end of the year when it comes to taxes so retirees are advised to look at strategies to cut their tax bills now rather than wait for Congress to act. Some considerations…
DetailsRetirement Planning Guidelines for Every Age You’re never too young or too old to save for retirement; here are some guidelines by age group: Under 25: If you graduated from college with debt, you are certainly not alone – the average debt burden is currently $26,500 for 65 percent of college graduates. Once you are…
DetailsHow to Protect Elderly Parents From Financial Abuse According to a recent study by the Investor Protection Trust and Investor Protection Institute, the top three ways that the elderly could be financially exploited are: • Theft of funds or property by family members • Theft of funds or property by caregivers • Financial scams by…
DetailsWhile most parents have the inclination to treat all their children equally when it comes to an inheritance, Personal Family Lawyers® know that this is not always the wise choice. Here are some scenarios when an unequal distribution might make sense: Children of unequal wealth – If you have one child that is a successful…
DetailsConsiderations When Choosing a Health Care Agent When it comes to matters of life or death, whom do you trust with yours? This is a critical question that estate planning attorneys must ask of their clients when developing a health care directive, a vital document for anyone over the age of 18. A health care…
Details5 Reasons Baby Boomers Need to Pay Attention to Estate Plans Now Baby Boomers – the biggest generation now on the verge of being the biggest group of inheritance recipients — must answer the call to make prudent decisions on a staggering amount of inherited wealth. Boomers who have not yet made an estate plan…
DetailsThings You Should Never Put in Your Will A will is a vital estate planning document, and allows you to distribute your assets and property according to your wishes. However, there are several items that should NOT be included in a will: Property held in a living trust or joint tenancy – property deeded to…
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