Vanessa Terzian E: vterzian@lagerlof.com PH: 818-864-6174 | Edward Terzian E: consultation@inheritancerecovery.com PH: 818-579-2358
How 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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