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Why Your Estate Plan Must Include More than a Will

Posted by Julianna Malis | Jul 23, 2021 | 0 Comments

A Last Will and Testament is an essential legal document that allows you to accomplish a number of important goals. You can name your beneficiaries and specify the assets you want them to receive; name a guardian for your minor children; and choose the person you want to settle your estate (known...

Estate Planning for Second Marriages

Posted by Julianna Malis | Jul 17, 2021 | 0 Comments

Second marriages can present unique challenges when it comes to estate planning, particularly if you or your new spouse have children from previous marriages. Let's take a look at some of the factors, tools, and strategies to consider when planning for a second marriage. Prenuptial Agreements Y...

Tips for a Successful Family Business Succession

Posted by Julianna Malis | Jul 07, 2021 | 0 Comments

Fewer than one-third of family businesses survive into the second generation, while only 13 percent make it to the third generation. Here are some tips to beat the odds and help your business live on for generations to come. The sooner you start the planning process the smoother the process.

Do You Need a Trust?

Posted by Julianna Malis | Jun 14, 2021 | 0 Comments

One of the first questions many clients ask is whether they need a trust. It's a great question, but it leads to another: What do you want your plan to accomplish? Let's begin with a brief discussion of what trusts are and how they work. Then we'll explore their benefits, which should give you a ...

How to Make the Most Out of Retirement

Posted by Julianna Malis | May 18, 2021 | 0 Comments

While there may have been a time when people looked to their employers and Social Security to finance their retirement, those days are long gone. The reality today is that to enjoy a comfortable retirement, not to mention the ability to provide for your loved ones and ensure your legacy, you shou...

Planning for High Risk Professionals

Posted by Julianna Malis | Apr 29, 2021 | 0 Comments

Every individual and family can benefit from estate planning. For some people, however, effective planning requires a higher level of asset protection. Certain professionals, such as physicians, attorneys, business owners and financial advisors, are far more likely to be sued than people working ...

Should All of Your Children Receive Equal Inheritances?

Posted by Julianna Malis | Apr 09, 2021 | 0 Comments

If you have more than one child, you've probably wondered if you should leave each of your children the same amount in your will or trust. While this seems like the best approach in most situations, there are some instances where it might not be the wisest strategy, or even the fairest. Factors y...

How to Make Your Retirement Savings Last Longer

Posted by Julianna Malis | Apr 05, 2021 | 0 Comments

For the vast majority of people considering retirement, one question looms above all others: Have I saved enough to make the dream of retirement a reality? Tough question, given that it is impossible to predict how long we will live and what future costs we might incur (particularly with regard t...

Myths and Misconceptions About Coronavirus Vaccines  

Posted by Julianna Malis | Mar 02, 2021 | 0 Comments

  The development of several vaccines to help combat the spread of COVID-19 is welcome news. However, the remarkable speed with which these vaccines were developed has led to skepticism and misconceptions among some Americans. A recent article on AARP's website discusses the myths, and the truth...

Dementia Warning Signs

Posted by Julianna Malis | Feb 05, 2021 | 0 Comments

Dementia is one of the most devastating conditions affecting seniors, resulting in an eventual loss of cognitive functions. While there is no cure for dementia or the two leading diseases that cause dementia, Alzheimer's and Lewy body dementia, there are treatments that can slow the effects and h...

"The Talk" with Elderly Parents

Posted by Julianna Malis | Jan 21, 2021 | 0 Comments

According to a 2017 survey, less than half of Americans have a will. If your mother or father dies intestate – meaning without a will – such a situation could lead to added emotional strain and stress. And it could have financial implications for all their children and/or other family m...

What is a Qualified Personal Residence Trust?

Posted by Julianna Malis | Jan 10, 2021 | 0 Comments

A family home or vacation property is often the most valuable asset in their estate. While the homeowner may want to leave their cherished property to children or other beneficiaries as an inheritance, taxes can quickly thwart well-meaning plans. The sad truth is that without proper pl...

Basics of Probate in Santa Barbara, CA

Posted by Julianna Malis | Jan 08, 2021 | 0 Comments

The thought of going through the probate process here in Santa Barbara county can strike fear in the hearts of most people, and with good reason. The time it takes is long and grueling, and the paperwork is overwhelming. The details of probate vary from state to state, so the process lo...

3 Ways to Protect Your Children in an Emergency

Posted by Julianna Malis | Dec 20, 2020 | 0 Comments

If something were to happen to you and your spouse, what would happen if the authorities or medical personnel did not know that you have minor children at home waiting for you? Picture this; your children are at home and more frightened as each hour passes and you have not returned. The...

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