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Results: 1-10 of 14
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| It Ain't Your Daddy's Estate Planning Anymore |
| 4/4/2007 |
| An excellent article on how much estate planning has advanced. See pages 3 & 4 for a good summary of the New and Old Top Ten Estate Planning Mistakes. |
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| How To Pay for College |
| 7/17/2006 |
| This is an excellent overview of the different sources of funds to pay for college. |
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| How To Pick And Remember A Good Password |
| 3/31/2006 |
| Everyone dislikes changing computer and online passwords. At the same time, we all agree that having a complex, regularly updated password is among the most important things you can do to maintain your security. Here is an easy way to develop and remember a complex password. |
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| Public Transportation in Los Angeles |
| 11/30/2005 |
| I love riding public transit. I love riding along with the other people. I love watching the city sights rather than the car two feet ahead of me. I love not having to move my foot from the gas to the brake every 15 seconds, or plod along at 20 miles per hour surrounded by thousands of other drivers on the freeway. |
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| The Life Insurance Went To The Wrong People |
| 9/30/2005 |
| What good does a life insurance policy do if the proceeds go to the wrong people? This happens more often than you may think, and is especially dangerous in family law situations, which frequently involve life insurance changes. The key to the problem lies in its owner-the one party to the insurance contract who often goes overlooked. |
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| Text Messaging Has Surprise Benefits |
| 4/29/2005 |
| I love text messaging on my cell phone. It took me a while to get the hang of it, but now I use it all the time. I am even considering getting one of the packages that lets me send an unlimited number of messages each month. I exchange love notes with my wife, say "hi" to my kids and friends, and send reminders to my own email when I am out of the office. I find it a non-intrusive, fun way to communicate. |
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| Beneficiary Designations Can Make or Break Your Estate Plan |
| 3/31/2005 |
When was the last time you reviewed your beneficiary designations?
Wills and trusts are important to have, but they have no power over assets that are passed by beneficiary designation. Such assets include life insurance policies, IRAs, pension and profit sharing plans, 401(k) plans, and annuities. It is not uncommon for these assets to be the largest investments in an estate.
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| Three Great Baseball Books |
| 11/30/2004 |
| As many of you know, I am an avid baseball fan. Now the season is over, and we have to wait until April to enjoy more big league games. To help those of you who need help getting through the winter without baseball, here are a few of my favorite baseball books. Enjoy! |
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| Hidden Value - What You Don't Know About Life Insurance |
| 9/30/2004 |
| Never surrender, lapse, gift, or sell any life insurance policy without first checking its value on the secondary market. People are losing vast sums of money because they are assuming the value of their life insurance is zero, or only the cash value. There may be significant untapped and unstated value in a life insurance policy. You must check to be sure. If you are a professional helping a client in a transaction that involves life insurance, you could be committing a serious error if you |
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| Another Way to Prevent Identity Theft |
| 3/31/2004 |
| Identity theft is really scary. Fortunately, I have not experienced it first hand. But I have read and heard the horror stories. It sounds like an incredible nightmare of time and money. |
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