Vanessa Terzian E: vterzian@lagerlof.com PH: 818-864-6174 | Edward Terzian E: consultation@inheritancerecovery.com PH: 818-579-2358
What is the Difference Between a Will-based plan and a Trust-based plan? In this article I will explain the difference between a Will-based plan and a Trust-based plan so you can make an educated decision for your family about what is best for you and, ultimately, for them. A Will-based plan is an estate plan…
DetailsWhat a Will Won’t Do There are a number of essential things a last will and testament can do for you, such as distribute family heirlooms and name a guardian for minor children, but there are some equally important things a will won’t do: Diminish estate taxes – a will won’t help you decrease your…
Details5 Things We Should Learn From Our Parents About Retirement When we talk about retirement, most of us are still thinking about our parents’ retirement and how they did – or did not – plan properly for it. It’s no big stretch to think that our retirement will differ significantly from that of our parents,…
DetailsHow to Pass On Family Heirlooms Without Causing a Family Feud The holidays are traditionally the time for family gatherings, where generations come together and perform holiday rituals that have been passed down through the years. Part of those rituals includes material possessions – a well-worn set of silver at the holiday table, grandmother’s china…
DetailsChanges in Retirement Benefits for 2013 There are several important changes to retirement benefits coming in 2013, including: Increased limits on IRA and 401(k) contributions. You will be able to contribute another $500 in 2013 to your 401(k) or 403(b) plans when limits increase to $17,500 from $17,000 this year. The IRA contribution limit also…
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