When working with my clients, we make sure that their revocable living trust is properly funded. Having a revocable living trust without properly funding the trust is like having a suitcase with nothing in it. Clients always ask which assets…
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Month: June 2015
Life Settlement Companies Allow Policyholders to Fund Retirement Using Life Insurance
The growing life settlement industry offers to buy life insurance policies and continue to pay the premiums in full, in order to help clients cover the cost of long-term care. “Many people are overwhelmed by long-term care costs, which are…
Tagged with: elder law, estate planning, Gilfix La Poll, health insurance plans, Medicaid Medi Cal, Michael Gilfix, Palo Alto
Insurance Leads —Try You Before You Buy?
To maintain a steady flow of potential customers, an insurance agent needs leads. Cold calling is dead. Word-of-mouth referrals are good. But insurance leads are the best. Chasing leads is one of the most anxiety-causing tasks any insurance agent has…
Tagged with: insurance leads
Divorce Advice for High Net Worth Individuals
They say the people who have more to lose need the best adviser. This is particularly true in the case of high net worth individuals going through divorce. There are a wide variety of steps that high net worth individuals…
5 California Divorce Mediation Myths
Divorce mediation is one phenomenon that has seen a steady rise in the eyes of the masses, with a large number of people retorting to mediation as a solution to their problems. With the increasing number of people turning to…
Planning for Diminished Capacity
Planning for Diminished Capacity Older investors are at risk for “diminished financial capacity,” or a decline in the ability to manage money and other assets in one’s own best interests. Such a decline is a problem in itself, and it also…
Planning for Diminished Capacity
Older investors are at risk for “diminished financial capacity,” or a decline in the ability to manage money and other assets in one’s own best interests. Such a decline is a problem in itself, and it also may make investors…
DIY Tiling? Start in the Middle of the Floor
While it may sound counterintuitive to start tiling a floor in the middle of the room, there is a good reason for doing it. “Doing your own tiling is kind of fun, but try to remember that before you tackle…
Michigan lawmakers sponsor bills to afford protections to veterans with service dogs
Michigan state Sen. David Knezek, D-Dearborn Heights, has introduced bipartisan legislation that is designed to protect military veterans with service dogs from discrimination. Under the four-bill package, current statutes on service dogs for the blind, hearing impaired or physically disabled…
Taking One Step at A Time at Finding a Good Divorce Lawyer
Picking a divorce lawyer to fight your case is almost as important a decision as choosing to get a divorce itself. Any mistake in finding a good divorce lawyer is likely to cost you a considerable amount of discomfort at…
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