retirement
- Filter by
- Categories
- Tags
- Authors
- Show all
- All
- Beneficiaries
- Charitable Giving
- Children
- Debt
- Estate Planning
- Health Care
- Life Events
- Life Insurance
- Other Assets
- People and Roles
- Probate Administration
- Real Estate
- Retirement Plans
- Taxes
- Trust Administration
- Uncategorized
- All
- 18
- 2018
- 501(c)(3)
- 529 plan
- access
- account
- account holder
- accountholder
- accounting
- administration
- administrator
- adult
- advance health care directive
- advanced health care directive
- age
- agency
- agent
- aging
- agree
- Angela Klenk
- animal
- annual exclusion amount
- annul
- appoint
- appointment
- appraisal
- approval
- assets
- assets subject to probate
- attorney
- authority
- bank
- bank account
- basics
- Beach Cities Estate Law
- Beach Cities estate planning lawyer
- Beach Cities probate lawyer
- Beach Cities trust lawyer
- beneficiary
- benefits
- bequest
- Birth
- Bitcoin
- blended family
- borrower
- burial
- business
- California
- California estate planning lawyer
- California probate lawyer
- California trust lawyer
- cardholder
- care
- caregiver
- Caregiver’s Authorization Affidavit
- change
- charitable giving
- charitable trust
- charity
- child
- Children
- choice
- Choose
- College
- college savings
- college savings plan
- communicate
- community property
- company
- compliance
- conservator
- conservatorship
- couple
- court
- Credit card
- credit card company
- credit card debt
- creditor
- Creditors
- cremation
- Crummey letter
- Crummey notice
- current
- custody
- death
- death certificate
- debt
- debtor
- debts
- deceased
- decisions
- deed
- designation
- Digital assets
- directives
- disability
- disclose
- disinherit
- dissolve
- distribution
- Divorce
- divorce decree
- donate
- donation
- donee
- donor-advised fund
- durable power of attorney for healthcare
- duty of loyalty
- duty of trust
- education
- eighteen
- election
- electronic
- emergency guardian
- Emergency guardianship
- end of life
- equity
- estate
- estate law
- estate plan
- estate planning
- estate planning attorney
- estate planning Torrance
- estate recovery
- Estate tax
- estate tax portability
- exclusion
- Executor
- exemption
- experience
- family
- family member
- FDIC insurance
- federal
- federal student loan
- fiduciary
- fiduciary duties
- financial
- financial institution
- foundation
- fund
- funeral
- future
- future planning
- gains
- generation-skipping transfer tax
- gift
- gift tax
- gift tax exemption
- gift taxs
- give
- giving
- governing law
- grantor trust
- guardian
- guardianship
- guardianship of the estate
- guardianship of the person
- health
- health care
- health care directive
- heir
- home
- house
- husband
- identify
- illness
- incapacitated
- incapacity
- individual retirement account
- inform
- inherit
- inheritance
- instruction
- instructions
- insurance company
- inter vivos
- interest
- internet
- intestate
- intestate succession
- inventory
- invest
- investment
- IRA
- irrevocable trust
- IRS
- joint
- joint account
- joint tenancy
- joint tenant
- judge
- just married
- key
- kid
- knowledge
- last wishes
- law
- lawyer
- legal
- legal separation
- lender
- letter of intent
- life expectancy
- life insurance
- life planning
- life support
- lifetime gift
- living trust
- living will
- loan
- log-in
- loved ones
- maintain
- management
- marital property
- marriage
- married
- Medi-Cal
- medical
- medical care
- medical condition
- Medical diagnosis
- medical directive
- member
- minor
- modify
- money
- mortgage
- move
- new family
- new tax law
- non-profit
- nonprobate transfer
- nonprofit
- notice
- notice of right to withdraw
- notice of withdrawal rights
- notify
- online
- online banking
- out of state
- owner
- ownership
- P.O.D.
- P.O.D. account
- parent
- Parents
- partner
- password
- past
- pay-on-death bank account
- payable
- Payable on death
- payout
- penalty
- personal
- Personal injury settlement
- pet
- Pet trust
- pet trusts
- plan
- POD
- policy
- pooled income fund
- portability
- power
- power of attorney
- power of attorney for a minor child
- power of attorney for health care
- powers of attorney
- pre-existing health condition
- preference
- premium
- principal
- private foundation
- private student loan
- probate
- Probate Code
- probate court
- professional trustee
- professionals
- proof
- property
- property interest
- pros and cons
- protect
- public charity
- questions
- real estate
- recovery
- Refinance
- relationship
- Relative
- relatives
- rent
- rental
- rental property
- rental real estate
- repay
- repayment
- representation
- representative
- residence
- responsibility
- restrictions
- retired
- retirement
- retirement account
- Reverse mortgage
- Revocable living trust
- revocable trust
- revoke
- right of survivorship
- rights
- Roth IRA
- safe deposit box
- safety deposit box
- save
- saving
- savings
- scholarship
- school
- second home
- securities
- separate property
- Separation
- settlor
- single
- situs
- small business
- SNT
- Special needs
- Special Needs Trust
- spendthrift trust
- spousal property
- spouse
- state
- state estate tax
- Student loans
- substitute beneficiary
- succession
- support
- surviving spouse
- tax
- tax advantage
- Tax Cuts and Jobs Act
- tax return
- tax-free
- taxes
- tenancy
- tenant
- tenant in common
- term
- term life
- term life insurance
- title
- TOD security
- Totten trust
- traditional IRA
- transfer
- transfer on death
- transfer on death deed
- Transfer on death security
- trust
- trust dispute
- trust document
- trust instrument
- trustee
- trustworthy
- United States
- universal life
- university
- unmarried
- unmarried parents
- update
- user name
- Vacation home
- virtual asset instruction letter
- website
- what is an estate plan
- whole life
- wife
- will
- wishes
- withdraw
- withdrawal
July 12, 2018
As you approach retirement, consider revisiting your estate plan to ensure it still meets your needs. If you made the plan years ago, many things in […]
Do you like it?