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 What are the risks of property co-ownership?
0
By Cagla Basar
In Uncategorized
Posted February 24, 2021

What are the risks of property co-ownership?

Although owning property with family may let you pass on the asset without going through probate, there are several risks, including taxes, creditor exposure, and loss of control. So when dealing [...]

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 Understanding Gen Xers Retirement Planning and Longevity
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By Cagla Basar
In Uncategorized
Posted February 3, 2021

Understanding Gen Xers Retirement Planning and Longevity

As Gen Xers enter into their 40s and 50s, it is time for them to become active in the creation and execution of their retirement planning. There are many things to consider, including finances, [...]

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 Do you Have Powers of Attorney for Your Adult Child?
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By Cagla Basar
In Uncategorized
Posted January 27, 2021

Do you Have Powers of Attorney for Your Adult Child?

When your child turns 18 (in most states), it might be hard to imagine that little child who once needed you for everything has now become – overnight – an adult. Now your child is free to vote, [...]

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 Understanding California Millennials and Their Financial Planning
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By Cagla Basar
In Uncategorized
Posted January 13, 2021

Understanding California Millennials and Their Financial Planning

Millennials include fiscally conservative, savings oriented, and future planners seeking financial freedom as core attributes. A large part of millennials’ formative years was influenced by [...]

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 The Dilemmas of Do-It-Yourself Estate Plan Documents
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By Cagla Basar
In Uncategorized
Posted January 7, 2021

The Dilemmas of Do-It-Yourself Estate Plan Documents

We hear this question all the time: “Can’t I just grab a will off the internet, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate plan?” It’s [...]

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 A Step-by-Step Process for Life’s Big Health Care Decisions
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By Cagla Basar
In Blog, Estate Planning, Uncategorized
Posted September 28, 2020

A Step-by-Step Process for Life’s Big Health Care Decisions

Contemplating our own death is one of the hardest challenges we will ever have to face. Yet, if we want our dying to be meaningful and merciful, it is imperative that we think about it while we [...]

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