Category: Estate Planning

Make It Last – Ep 125 – Get To Know Medina Law Group & Palante Wealth Advisors

This week, Victor gets personal as he shares about his companies: Medina Law Group & Palante Wealth Advisors. Learn all about the office, the team members, and the process itself that gets you ready for retirement. Vicotr is a Certified Elder Law Attorney (CELA®), as well as a CERTIFIED FINANCIAL PLANNER™ so his companies work[...]

Make It Last – Ep 124 – Making Things Easier For Your Family & Retirement Tools Are Not Enough To Help You

This week, Victor & Mark begin the show talking about how important estate planning is, if you want to make things easier for your loved ones who you leave behind. Then, there are a lot of retirement tools out there like 401ks and Roth IRAs - are they enough for your future? Finally, the pair[...]

Make It Last – Ep 120 – Annuity Application Walk-Through & Funeral Representatives

This week, Victor begins the show discussing funeral representatives and how laws have changed how it works today. Then, Victor switches gears and walks through an annuity application: how was it put together and what should you be looking for? Listen to the episode here! If you’re interested in attending our October 21st or October[...]

Make It Last – Ep 119 – Legal Risks of Living Together Unmarried After 50, Self Directed Investments, & Pension Buy-Outs

A potpourri of topics this week. In this episode, Victor explains the legal risks of living together, unmarried, after age 50. Estate planning laws favor couples who are married so what does that mean for everyone else? Then, Victor discusses an article that talks about the difference between people who are self directed in their[...]

Judge Jennifer S. Callaghan Considering New Wills for Aretha Franklin Estate

The judge, Jennifer S. Callaghan, will consider the new wills for the Aretha Franklin Estate at a hearing scheduled for June 17. Click here to read more.  [...]

The Challenges of Estate Planning With Family Dynamics

Squabbling siblings, spendthrift heirs, and hostile step-relatives aren’t just the stuff of television drama. These characters often turn up in families, too, which can make estate planning challenging. Click here to read more.[...]

Estate Planning Myths That Refuse To Die

It can mean the difference between loved ones hoping they did right by you and knowing they carried out your wishes. Click here to read more.  [...]

What You Need To Know About Estate Planning

Even If You Don’t Think You Have An “Estate,” You Have An Estate. Click here to read more.    [...]

Why It Makes Sense to Consider Your 2017 Taxes Now

Tax planning should always work in conjunction with your estate planning, and the end of the year is a great time to look ahead to the future with your taxes. It's easy to feel as though we're just at the beginning of the fourth quarter, but it's actually an excellent opportunity to look ahead to[...]

My Estate Planning is Complete: What Now?

You might assume that after you've taken the care to sit down with a knowledgeable estate planning attorney and articulate all of the relevant documents like a trust, a will and powers of attorney that your estate planning work is done and that all basis have been covered. Bear in mind that there are certain[...]

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