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How to use Special Needs Trusts to provide for disabled family members

Posted November 30th, 2011 by admin

This week’s interview on Financial Insider Weekly is with attorney Naomi Comfort of The Silicon Valley Elder Law Group, PC. Our interview subject is, “Speicial Needs Trusts”.

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Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning

How to promote community giving as a family value

Posted November 16th, 2011 by admin

This week’s interview on Financial Insider Weekly is with attorney John Hopkins of Hopkins & Carley. Our interview subject is, “How to promote community giving as a family value”.

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Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning

What You Should Know About Durable Powers of Attorney

Posted November 9th, 2011 by admin

This week’s interview on Financial Insider Weekly is with attorney Naomi Comfort of The Silicon Valley Elder Law Group. Our interview subject is, “Durable Powers of Attorney”.

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Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning

The role of life insurance in estate and financial planning

Posted September 21st, 2011 by admin

This week’s interview on Financial Insider Weekly is with Peggy Martin, CLU, ChFC of The Family Wealth Consulting Group. Our interview subject is, “The role of life insurance in estate and financial planning”.

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Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning

How Irrevocable Life Insurance Trusts provide liquidity and tax savings

Posted September 14th, 2011 by admin

This week’s interview on Financial Insider Weekly is with Scott Haislet, attorney and CPA. Our interview subject is, “Irrevocable Life Insurance Trusts”.

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Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning

Succession planning for a family business

Posted August 8th, 2011 by admin

This week’s interview on Financial Insider Weekly is with attorney John Hopkins of Hopkins & Carley. Our interview subject is, “Succession planning for a family business”.

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Filed under:Business planning, Estate Planning, Financial Insider Weekly, Personal Financial Planning

Estate planning for second marriages

Posted August 1st, 2011 by admin

This week’s interview on Financial Insider Weekly is with attorney Michael Desmarais. Our interview subject is, “Estate planning for second marriages”.

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Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning

Estate planning with 2011 and 2012 temporary changes

Posted July 25th, 2011 by admin

This week’s interview on Financial Insider Weekly is with attorney James V. Quillinan of Hopkins & Carley. Our interview subject is, “Estate planning with temporary changes for 2011 and 2012″.

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Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning

Planning for real estate change of ownership in California

Posted July 18th, 2011 by admin

This week’s interview on Financial Insider Weekly is with attorney James V. Quillinan of Hopkins & Carley. Our interview subject is, “Tax planning for real estate change of ownership in California”.

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Filed under:Business planning, Estate Planning, Financial Insider Weekly, Personal Financial Planning, Real Estate

How should you handle retirement accounts after a death?

Posted May 31st, 2011 by admin

This week’s interview on Financial Insider Weekly is with attorney Naomi Comfort of Hawks & Comfort. Our interview subject is, “How to handle retirement accounts after a death”.

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Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning, Roths and IRAs