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21 Jun, 2023
Many families consider purcahsing long-term care insurance in advance to help pay for expensive long-term care in the future. Here are three important factors to keep in mind when buying long-term care.
By kshain 12 Jul, 2016
The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 16 or Quinceañera cannot be found in any store.  Instead, the hopes and wishes you have for your child (or grandchild’s) future can best be expressed with a gift of security, resources and a foundation of [..] The post The Wealth Creation Trust: A Gift That Keeps On Giving appeared first on Shandon Phan Law Firm PLLC.
By kshain 16 May, 2016
The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 16 or Quinceañera cannot be found in any store.  Instead, the hopes and wishes you have for your child (or grandchild’s) future can best be expressed with a gift of security, resources and a foundation of [..] The post The Wealth Creation Trust: A Gift That Keeps On Giving appeared first on Shandon Phan Law Firm PLLC.

Category: Life & Estate Planning

By kshain July 12, 2016
The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 16 or Quinceañera cannot be found in any store.  Instead, the hopes and wishes you have for your child (or grandchild’s) future can best be expressed with a gift of security, resources and a foundation of [..] The post The Wealth Creation Trust: A Gift That Keeps On Giving appeared first on Shandon Phan Law Firm PLLC.
By kshain May 16, 2016
The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 16 or Quinceañera cannot be found in any store.  Instead, the hopes and wishes you have for your child (or grandchild’s) future can best be expressed with a gift of security, resources and a foundation of [..] The post The Wealth Creation Trust: A Gift That Keeps On Giving appeared first on Shandon Phan Law Firm PLLC.
By kshain May 16, 2016
America is a nation of do-it-yourselfers, but building a deck and creating a legally valid estate plan are two entirely different things – and a less-than-perfect deck won’t devastate your family’s financial future or the relationships among the people you care about most. The prevalence of online legal services has led many people to believe [..] The post Why DIY Estate Planning Is A Really Bad Idea For The People You Love appeared first on Shandon Phan Law Firm PLLC.
By kshain May 16, 2016
Paul Walker, who starred in the Fast & Furious movie franchise, died tragically in a high speed car accident in Los Angeles last November at the age of 40.  His estate was opened at the end of January in the Superior Court of California, County of Santa Barbara probate court, revealing that he left assets [..] The post Five “Fast and Furious” Estate Planning Lessons from Paul Walker’s Estate appeared first on Shandon Phan Law Firm PLLC.
By kshain May 8, 2016
Many parents want to know the best way to leave a home to their children. Before you make a plan, you should first be sure that your children actually want the property. We have seen too many parents take on unnecessary financial hardship in order to keep a home as an inheritance their children do [..] The post How To Leave Your Home To Your Kids appeared first on Shandon Phan Law Firm PLLC.
By kshain May 8, 2016
Every single adult needs to have an advance health care directive written, signed and in place. This includes your children, as soon as they turn 18.  This includes you. This includes your parents. Without an advance health care directive in place, you would not be able to access your child’s medical records, if they are [..] The post The Conversation You Must Have With Your Kids and Your Parents appeared first on Shandon Phan Law Firm PLLC.
By kshain August 21, 2013
The passing of Prince, the famous American singer and music producer, has surprised the American public and its aftermath has gripping plot twists as the result of lack of estate planning or bad estate planning moves. Weeks after his death, news stories emerged that Prince had no will.  As a result, there are various highly contested claims to his inheritance [..] The post Estate Planning Lessons from the Passing of Prince appeared first on Shandon Phan Law Firm PLLC.
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