"[Y]ou have to address the elephant in the room."
Say that you've been approached by a close friend or relative in Orange County or elsewhere who is asking you to serve as the executor of his or her estate.
"[T]he ultimate result is exactly what you set out to achieve."
Here's a central irony related to health insurance: Although federal law changes have in recent years greatly reduced the number of Californians and other Americans without health coverage (one estimate concludes that as many as 15 million more people have become insured since 2013), being a policyholder has done little to shield many people from financial ruin in the event of a material medical illness.
Following uber icon David Bowie's lead to gain traction in the musical industry would likely be a fruitless move for any young and ambitious musician, given Bowie's singular chops and absolutely unique image and delivery.
If you're married but sans kids and don’t ever expect to alter that status quo, you can basically just opt of any discussion on estate planning that some of your friends and acquaintances might be having, right?
Many people might not readily associate Orange County environs with farms and agricultural enterprises, but the region is in fact home to many land-based pursuits and agri-related businesses.
A certified financial planner passes along some solid advice in a recent article on estate administration, which we convey to our readers in Orange County and elsewhere across Southern California.
Although the United States is a country that is obviously marked by tremendous resources and power, such riches do not automatically translate to wealth -- that is, sustained and unfettered financial power and associated freedoms -- for all Americans.
Assuredly, estate plans executed and administered in Orange County and elsewhere across California and the rest of the country are about money.