When you have minor children, one of the most important things you’ll have to decide is who will take care of them when you’re gone. When thinking about how to choose a guardian, you’ll need to consider many different aspects of your potential caregivers’ situations before coming to a decision. …
Read MoreEstate Planning Is Never Finished: When to Revisit Your Plan
If you’ve got an estate plan in place, congratulations! That’s a pretty big deal considering that only about half of Americans have done any estate planning at all. So far, you’re on the right track. But do you ever need to review or update your estate plan once you’ve put …
Read More5 Reasons You Shouldn’t Put off Estate Planning
There are almost countless reasons why you might want to start estate planning. In fact, good estate planning covers everything on a case-by-case basis, accounting for the intricacies of each person’s financial and familial situation. At Casal & Moreno, we work with people who want to know that their estates …
Read More4 New Year’s Resolutions from Your Estate Planning Attorney
Talk to Your Estate Planning Attorney to Ensure Your Estate Plan Is Current Every year has its share of life events, and, as your estate planning attorney will tell you, even seemingly small ones can have an impact on your estate. You might already be aware that you need to …
Read MoreThe 4 Best Options for a Business Acquisition Loan So You Can Get Your Hands on Your Next Project
Are you trying to get funding for a new business acquisition? A business acquisition loan might be right for you. But what kind of loan should you get? Check out the four best options right here. Traditional Term Loans If predictable monthly payments and a fixed interest rate sound good …
Read MoreIs My IRA Included in My Estate? Some Tips and Common Mistakes
By now, you’ve probably been contributing to your IRA for many years. It’s the nest egg that is going to get you through the best years of your life. But there’s one question you need to ask yourself: is my IRA included in my estate? We don’t want to think …
Read MoreFamily Business Succession Planning: How to Ensure a Successful Transfer
When you start a family business, the dream is to be able to pass it on to your kids. You want to give them something to be proud of, something that will support them and their families and keep the family legacy alive for generations. Family business succession planning is …
Read MoreEstate Planning Mistake: Leaving Behind a Messy Estate
Organization is key when estate planning. One commonsense estate planning mistake that many people make is leaving behind a messy estate. Think of all of the things that a person accumulates throughout a lifetime. When we pass away, our heirs must sort through those things and decide what to do …
Read MoreTop 4 Reasons to Avoid Probate
It’s impossible to emphasize how important it is to avoid probate. While some people might think that having a will is enough, the truth is that it simply isn’t. Take this woman’s story, for example. Elaine was married to Rick for ten years and had two children with him. Because …
Read MoreEstate Trust: How to Prevent Financial Abuse
Can you imagine a trusted friend, or even one of your children, taking advantage of your finances as you age? Or, alternatively, does the thought of someone stealing from your aging mother or father sound far-fetched? Sadly, in the estate and trust profession, elder financial abuse is more common than …
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