Sep 05

What Happens If You Become Incapacitated?

By Amy Hsiao

What is a will? Today I’ll answer this important question for you. Basically, a will is a document that states how your assets get distributed and who’s in charge of making that happen after your death. However, a will does not apply to assets where you have a surviving joint owner or a living beneficiary designated. To learn more about how wills work, watch this short video.

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Sep 02

3 Estate Planning Concerns For Married, Same-Gender Couples

By Amy Hsiao

Now that same-gender couples can legally marry in all 50 states, more Americans than ever before are enjoying the rights and benefits that come with marriage. Estate planning, in particular, is one arena where these new rights and benefits are readily apparent.With marriage equality, same-gender couples no longer have to pay exorbitant amounts of money […]

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Aug 20

What is a Living Will?

By Amy Hsiao

What is a will? Today I’ll answer this important question for you. Basically, a will is a document that states how your assets get distributed and who’s in charge of making that happen after your death. However, a will does not apply to assets where you have a surviving joint owner or a living beneficiary designated. To learn more about how wills work, watch this short video.

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Aug 19

How Will The Coming Wealth Transfer Affect Your Family?

By Amy Hsiao

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades. In fact, it’s said to be the largest transfer of intergenerational wealth in history.Because no one knows […]

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