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Important Things to Consider Before Starting a New Business

As an attorney with a practice focusing on Business Law and Estate Planning, I have met a fair share of individuals who have started businesses without doing the proper legwork and without knowing what they were getting themselves into.  Before long, problems with business partners, legal issues, and money issues throw the business into a […]

The origin of credit scoring dates back to the 1950’s.  The purpose of its design was to provide lenders with financial profiles on consumers who wished to borrow money.  The structure of the credit scoring model seeks to reflect the likelihood of an individual to pay off debt without being more than 90 days late […]

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About a year ago a friend called me and asked if I wanted to join him on a skydiving trip.  Two years ago I would have jumped at the opportunity, however this time there was something different.  Before I answered him, I started to think about my life insurance policy and if I had made […]

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YOU are cordially invited to attend an educational, estate planning event to be held on Tuesday, June 3rd, from 7 to 9 pm at the Doubletree Hotel, Carmel Valley (11915 El Camino Real, San Diego, CA 92130).  The focus of this event will be on asset protection planning and also the benefits of appointing a […]

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Planning a Wedding or Planning Your Estate? The Elements are the Same! I am in the midst of planning my wedding, and I love it.  Call me crazy, but I truly enjoy the process.  What I’ve realized is that planning a wedding is really no different than what I have been doing for my clients […]

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The Supreme Court overturned DOMA last summer and for some people their tax, estate planning and retirement planning changed overnight.  For years, same sex, married couples have been excluded from participating in many benefits afforded heterosexual married couples.  The recent change in the law means same sex married couples can now access some of the […]

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It’s a New Year, and it’s time to get things organized.  If your estate plan is complete, go through this checklist for some follow up steps to consider.  If your estate plan is not complete, make it a goal for the New Year. □   Review your existing plan.  Do you remember who you named as […]

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The American Association of Long-Term Care Insurance (AALTCI) along with the U.S. Congress is on a mission to make people aware of the risks and costs associated with long-term care.  A 2012 report from the AALTCI found that the majority (56 percent) of new claims under these policies are for home care – not nursing […]

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As you put birthdays, anniversaries and other important dates on your new calendar, you might want to include reminders about certain retirement deadlines throughout the year. Dec. 31, 2013 – Before the final rush of the holiday season, note that contributions to 401(k) and 403(b) qualified retirement plans must be deposited by this date to […]

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Elder Abuse Awareness

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Recently I have attended presentations and read various articles and campaigns spreading awareness about elder abuse.  It is valuable information that must be passed on.  There are different types of abuse that can occur, but in this article I’m particularly focusing on financial elder abuse. An Example of Financial Elder Abuse Kelly Phillips Erb, tax […]

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I do not have children of my own yet, but I have a younger brother in college that has had me thinking about the need for young adults to take steps to protect themselves. My brother Stephen is an active 22 year old.  He’ll go out boating, cliff jumping, to music festivals and travelling on […]

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What You Need to Know About “Medicare Part D”

A couple, both age 65, retiring today will spend, according to Fidelity Investments’ 2013 survey, approximately $220,000 on health care during their retirement years – and that doesn’t include any assisted living or nursing care.  While this year’s figure represents an 8 percent decrease from last year’s estimate of $240,000, making the most of your […]

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