The Ins and Outs of Life Insurance During Divorce
Learn more about how life insurance is affected while you are going through a divorce.
Entries by Michael Lonich
Reverse Mortgages: How it Works
Learn more about what a reverse mortgage is, how it works, how it can figure into your estate plan, and if this is a fit for you.
California Divorce: What is a Moore Marsden Analysis?
Learn how a Moore Marsden Analysis can factor into a divorce case in regards to property division.
Aretha Franklin Did Not Have a Will
But Did Aretha Franklin Need a Will? Tragically, Aretha Franklin passed away on August 16, 2018 from pancreatic cancer. She left behind four sons but no will or estate plan. Because she did not have a will, during the court process all her assets will be made public. Aretha Franklin’s estate is estimated to be […]
Roses, Chocolates, and Prenups
Learn about the importance of a prenuptial agreement for before, during, and after a marriage.
GIFTING REAL ESTATE TO FAMILY MEMBER CARETAKER: RED FLAGS
Giving gifts to loved ones late in life is a meaningful way to make family and friends feel cherished. Gifts of real estate to family and friends may show appreciation, but a gift of real estate made late in life to a family member or caretaker can raise several red flags. Is the donor susceptible […]
THE EVOLUTION OF DIVORCE AND PROPERTY DIVISION IN CALIFORNIA
California laws for property division in divorce has undergone significant change over the years. Due to its Spanish roots, California began as a community property state, in which all property acquired during the marriage is part of the community thus subject to equal division in divorce. Divorce in California really took off in 1969 when […]
PROTECTING YOUR ESTATE DURING DIVORCE
Going through divorce may be one of the most challenging and stressful ordeals you will experience. There are numerous questions you have to answer, a slew of documents you have to dig up, and brings an incredible amount of emotional turmoil. While you may be ready to forget your ex-spouse completely, do not forget to […]
HOW TO AVOID CONFLICT IN ESTATE PLANNING
Some say, “if there is a will, there is a family fighting over it.” But a brawl between loved ones isn’t necessary if these 6 tips are followed. 1. Make A Plan! You do not want to leave uncertainty and confusion for your loved ones when you pass. Do not take a “they will figure […]
CHARITABLE BEQUEST
In 2016, charitable giving amounts reached record levels – $390.05 billion to be exact. This increase and the overall size of charitable contributions is testament to the integral role charities play in our lives. Thus, for people who have given to charities and organizations throughout their lives many wish for its continuance after their death. […]