by Lee Chen | Mar 13, 2018 | Estate Planning, Law, Retirement Planning, Uncategorized
Life insurance is an integral part of financial and estate planning for many. In most cases, people purchase life insurance in order to protect their spouse, children, and/or others who are financially dependent on them from becoming indigent in the event they die....
by Lee Chen | Oct 17, 2017 | Business planning, Estate Planning, Uncategorized
Estate planning is something most know they should do, but most American adults simply haven’t gotten it done. In a survey available from AARP, 60% of American adults do not have an estate plan. The number gets even higher for some minority populations. In most...
by Lee Chen | May 23, 2017 | Estate Planning, Law, Retirement Planning
Most of us will, at some point in our lives, be called upon to administer the estate of a departed family member or loved one. While it may seem like an honor to have been entrusted with this responsibility, the reality is often it is a thankless, time consuming job,...
by Jarom Bergeson | Oct 1, 2016 | Estate Planning, Real Estate, Retirement Planning
In my experience, estate planning is one of the most important, and simultaneously least understood, areas of the law. Perhaps this is because none of us ever see how our own estate plan (or lack thereof) plays out after we are gone. Maybe it’s because there’s just a...
by Jarom Bergeson | Dec 8, 2015 | Asset Protection, Estate Planning, Law, Uncategorized
Remember the “Fiscal Cliff”? In late 2012, you couldn’t turn on your TV, fire up the Internet, or glance at your smart phone without seeing some talking head chattering about how America as we know it would end if President Obama and Congressional Republicans couldn’t...
