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Do You Have Enough Life Insurance?
Life Insurance Gaps Are Growing—Is Yours One of Them? About 90 million Americans depend on life insurance for financial protection and...
Cindy Kang
1 day ago4 min read
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Three Things You Need to Do When Your Spouse Dies and Their Will or Trust Has a Disclaimer Provision
Losing your spouse is one of the most difficult things you might face in life. Â Although it is important to take time to grieve, there...
Cindy Kang
7 days ago5 min read
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What Is the Effect of an Unrecorded Deed?
A deed is a legal document used to transfer real property ownership rights from one person or entity (the grantor) to another (the...
Cindy Kang
Apr 145 min read
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Spring Cleaning: Lists You Need to Get Your Affairs in Order
Know what you own? Learn how to calculate your net worth and why it's essential for building a solid estate plan.
Cindy Kang
Apr 74 min read
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Why You May Still Have to Open a Legal Probate Proceeding
Probate is the legal process for recognizing the validity of a person’s will after their death and appointing the nominated decision...
Cindy Kang
Apr 14 min read
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Are You Single with a Minor Child? If So, You Need a Plan
You have a minor child who depends on you for their survival, so you need to make sure that they will be cared for if you are ever unable...
Cindy Kang
Mar 175 min read
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Have You Thought Through Your Retirement Plans?
Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able...
Cindy Kang
Mar 94 min read
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Want to Leave Your Retirement Account to Your Minor Child? Consider These Things First
a court may have to appoint a guardian or conservator to handle any money distributed to the child from the account.
Cindy Kang
Feb 95 min read
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Red Flags When Hiring a Professional To Be Your Trustee
Does the trustee you are considering have enough time in their schedule to handle the responsibilities required by the trust? It is importan
Cindy Kang
Feb 94 min read
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Myths and Frequently Asked Questions Estate Planning for Newlyweds
Myth 1: Jointly owning all your accounts and property means that you need no estate plan because the survivor will automatically become...
Cindy Kang
Jan 183 min read
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Your Post-Honeymoon Legal Checklist
Your wedding day was absolutely perfect. You and your spouse went on your honeymoon and had the time of your lives. Now you are back and...
Cindy Kang
Jan 182 min read
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Estate Planning Basics for Newlyweds: How to Prepare for the Unexpected
Getting married is a special time in your life; you may have a beautiful wedding, a fun reception (with a delicious cake and special gifts),
Cindy Kang
Jan 93 min read
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Estate Planning for the Newly Married
The number one concern for most new parents is who will raise their children if they are unable to.
Cindy Kang
Jan 94 min read
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Why Joint Ownership Should Not Be the Go-To Plan for Newlyweds
An asset owned as JTWROS is owned by at least two people, with each person having an equal right to the account or property.
Cindy Kang
Jan 93 min read
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Do It Now: Name a Guardian for Your Minor Children
Parents with minor children must name someone to raise their children in the event both parents die or are otherwise unable to care for them
Cindy Kang
Jan 54 min read
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How to Pick a Trustee, Executor, and Agent under a Power of Attorney
It is crucial to pick someone you know will be up to the job.
Cindy Kang
Jan 55 min read
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3 Things You Must Do Once Your Divorce Is Final
1. Change the Beneficiary Designation on Life Insurance 2. Update the Beneficiary on Retirement Plans 3. Create or Revise Your Estate Plan
Cindy Kang
Jan 53 min read
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How to Choose the Initial Trustee of Your Trust
You can be the trustee of your revocable living trust. If you are married, your spouse can be your co-trustee.
Cindy Kang
Jan 24 min read
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First Step in Adulthood: Choosing the Right Decision-Makers
When selecting someone to undertake this important job, choose someone you trust.
Cindy Kang
Dec 27, 20245 min read
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HIPAA: An Overview for Young Adults
A properly executed HIPAA authorization form can also be beneficial if the young adult ends up in the hospital.
Cindy Kang
Dec 27, 20243 min read
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