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…
DetailsHow to Talk to Your Spouse About Estate Planning As Personal Family Lawyers®, we see it every day: one spouse is more motivated that the other to establish an estate plan, either because he or she just inherited a tidy sum or because one is a planner by nature and the other is a procrastinator.…
DetailsHow to Plan for the Long-Term Care of a Special Needs Child Parents of special needs children are naturally concerned about how that child will get the care he or she needs after they are gone. There are several ways to plan for the care of a long-term disabled heir, including: Special Needs Trust –…
DetailsJoint Ownership of Assets Can Have Unintended Consequences While there are some good reasons why parents and adult children consider joint ownership of assets, there are also some potential unintended consequences, including: Divorce: If a parent adds an adult child as joint owner on bank or investment accounts and that adult child becomes party to…
DetailsPlanning for Loss: Legal Protections For Those Facing a Diagnosis of Dementia If you or a family member are one of the millions of Americans facing a diagnosis of some type of dementia, it is critical that you have the essential estate planning documents in place that will protect you and your loved ones. And…
DetailsConsiderations for Choosing a Guardian for Minor Children To ensure your children continue with the lifestyle and values you want for them, it is important to put aside your fears and make an estate plan that includes selecting an appropriate guardian. A skilled Personal Family Lawyer® can be a valuable ally to help walk you…
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