Vanessa Terzian E: vterzian@lagerlof.com PH: 818-864-6174 | Edward Terzian E: consultation@inheritancerecovery.com PH: 818-579-2358
The Talk You Need to Have With Your Parents When you were a kid, your parents dreaded the talk they had to have with you. You know the one. Well, now that you are an adult, there’s a talk you need to have with your parents that is likely to be just as squirm-worthy –…
Details5 Steps to Fix Your Battered Retirement Plan It’s no secret that a majority of Americans are ill-prepared for retirement. A recent Forbes.com post detailed the 5 steps you can take now to being repairing the hole in your retirement plan: 1. Pay yourself first. Set up an account that is not easy for you…
Details10 Common Errors When Naming Life Insurance Beneficiaries That Will Hurt the People You Love – and How to Fix Them If you make a mistake in naming beneficiaries for your life insurance policy, the people you love will end up being hurt. Insure.com recently provided a list of the 10 life insurance beneficiary mistakes…
DetailsHow to Avoid Family Conflict When Making an Estate Plan Unfortunately, money has a habit of bringing out the worst in people, even in the best of families. One of the most important reasons to get your [city/state] estate plan handled is to keep your family out of conflict. And, yet, without the right counsel,…
DetailsFor Estate Planning, There is No Fix –It-And-Forget-It It’s hard to believe that people who spend a lifetime working hard to accumulate wealth spend little or no time planning for what will happen to it after they pass, especially if children are in the picture. Yet a recent Consumer Reports survey tells us that 86%…
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