It’s National Retirement Planning Month: Why Should You Care?

signing a contractJuly is National Retirement Planning Month, which is the perfect time to reflect on how you are planning, protecting and managing your money. Sound retirement planning takes more than amassing and managing wealth; it requires a multi-faceted strategy designed to protect your wealth, health, and your family’s financial future. A complete retirement plan includes asset protection, estate planning, long-term health care, charitable giving plans, and a myriad of other considerations. (more…)

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Avoiding Probate By Planning Ahead

6116744_mlIf you’ve spoken with someone about estate planning or the process that happens after someone close to you passes away, you’ve likely heard the warning to, “avoid probate at all costs!” What exactly is “probate” in this context and why should you set up a plan to avoid it? (more…)

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Expert Estate and Family Care Legal Planning 

10355868_sWith offices in Glendora and Upland, Skvarna Law Firm provides legal services to residents throughout southern California. The firm focuses on three practice areas: helping families to protect assets, avoid probate, and properly plan to care for elderly and young family members. (more…)

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One Last Thing: Don’t Miss These 2015 Hot Estate Planning Topics

In case you missed any of them, here is a rundown of six hot estate planning topics we covered this year:

1. 5 Things You Need to Know About the ABLE Act: On December 19, 2014, President Obama signed the Achieving a Better Life Experience Act (ABLE Act) into law. The Act will allow certain individuals with disabilities to establish tax-free savings accounts that can be used to cover expenses not otherwise covered by government sponsored programs. This blog covers five important things you need to know about the Act: (more…)

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