Archive

12Aug2015

10 Common Myths About Long-term Care

It’s becoming more apparent in my practice that the subject of long term care is rarely talked about. Especially between parents and their adult children. As the cost of care has increased over the years– it is even more imperative to include this type of coverage in your overall estate and financial plan. We at
  • 12 Aug, 2015
  • Courtney Lawver
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01May2015

Long Term Care

In the time that I’ve been an estate planning attorney, one especially frightening issue continues to rear its ugly head — the issue is that LONG TERM CARE has not been discussed, contemplated or bought…   This is a costly oversight. According to the national advisory counsel for long term care insurance, in 2011 there were approximately
  • 1 May, 2015
  • Courtney Lawver
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28Apr2015

Digital Age Calls for Digital Planning

We Live in a Digital Age and it’s time to catch up. Whether it’s music on iTunes, family photos on a computer, video games, eBooks, or documents on cloud storage, we all have digital assets of some kind. We also have digital accounts: Facebook, LinkedIn, email, utility billing, and bank accounts. Digital asset planning is an
  • 28 Apr, 2015
  • Courtney Lawver
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15Mar2015

3 Estate Planning Musts

1.Review and update your estate plan regularly – Review and update your estate plan regularly — when life changes occur, your estate plan should reflect this as well.  For example, did you just buy a house, get married or divorced? I f you have an estate plan, these events may drastically change what you had originally planed
  • 15 Mar, 2015
  • Courtney Lawver
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01Jan2015

2015 New Year Newsletter

It’s a New Year! January 2015 Newsletter Happy New Year! I’m excited to share with you some of the changes taking place at Shillinger Law. We’ve moved to a new location in Mission Valley with more comforts, parking, and views. Stop by and say hello when you get a chance. At Shillinger Law, we recognize
  • 1 Jan, 2015
  • Courtney Lawver
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23Dec2013

Why Your College-Age Children Need an Estate Plan

Originally posted by By ANNE TERGESEN Here’s an issue many families overlook when children leave for college: That child, in the eyes of the law, is now an adult—and needs some all-important documents. Once individuals reach the age of majority—18 in most states—their parents are no longer entitled to see their medical and financial records and make
  • 23 Dec, 2013
  • Courtney Lawver
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23Dec2013

Rethinking Trust Distributions Based Upon the Beneficiary’s Age

Morningstar article by Helen Modly, CFP, ChFC Why put an age limit on the ability to protect assets from creditors and predators? Many trusts direct that young beneficiaries will receive distributions of trust principal (corpus) when they attain certain ages. The intent of this language is usually to protect the beneficiary from herself until she
  • 23 Dec, 2013
  • Courtney Lawver
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27Nov2013

Most Families Reluctant to Talk About Estate Planning

A recent Fidelity Investments survey found that a majority of American families have a hard time talking about wills, elder care and retirement planning.  In fact, a majority surveyed said they feel much more comfortable discussing estate planning issues with a third party – like an estate planning attorney – than other family members. Some
  • 27 Nov, 2013
  • Courtney Lawver
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