by SDP Team | Sep 4, 2018 | Estate Planning
CR members share their hard-won insights about the insurance coverage you need and the smartest ways to submit a claim Last year’s multiple wildfires and Category 5 hurricanes caused billions of dollars in damage to the homes and personal property of the people in...
by SDP Team | Jul 31, 2018 | Estate Planning
While it may be a task that’s low on your to-do list, estate planning can provide guidance for your loved ones in the future. It will also give you a sense of relief as you think about passing on your household and assets. “Most people would benefit from...
by SDP Team | May 23, 2018 | Estate Planning
Attorneys, accountants point to family conflict as the biggest threat to estate planning. Tax reform and market volatility follow, respectively. Even with the estate tax exemption at $11.2 million per person, business owners and wealthy families need to head off...
by SDP Team | Mar 1, 2018 | Estate Planning
Let them know how they will receive retirement assets and insurance benefits. Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die? If you have a proper will or estate plan in place, you will likely...
by SDP Team | Mar 1, 2018 | Estate Planning
What will happen to your Facebook account when you die? What about all your photos shared on social media, your texts with loved ones, or documents on cloud-storage systems? In just the two-year period from 2012 to 2014, humans produced more data than in all of human...
by SDP Team | Jan 8, 2018 | Estate Planning
A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income will not pay for, and a special needs trust may be...
