People in California know that steadily increasing taxes at the federal and state level can be a huge burden for older Americans, but Californians may not even realize that their burden is actually worse than those imposed in many other states across the country....
Month: January 2014
Inheritance court fight brings out the worst in family members
People in California may have seen a recent news article about a new variation on the old theme of family members behaving badly when it comes to fighting each other for a share of a wealthy benefactor's inheritance. The sad fact is that money, combined with grief at...
Generational wealth transfer slowly getting underway
People in California may have seen a recent financial news article about the tremendous multi-trillion-dollar inheritance boom that is just getting underway here in the United States. According to a recently published paper, the Baby Boomer generation is set up to...
Life changes call for will and testament changes
People in California know how important it is to have a will. Not only does a person's will provide him or her with the ability to express final earthy sentiments and provide comfort and closure to loved ones, it has powerful legal and financial implications that will...
Checking up on elderly family can help stop financial abuse
People in California probably have a lot of New Year's resolutions on their mind, as people strive to make 2014 better for themselves and their loved ones. This includes people who have elderly and aging parents and family members who grow more and more susceptible to...