Blog

Did You Or A Loved One Make Any Of These Five Critical Estate Planning Mistakes?

Sadly, most Americans are indifferent to estate planning - at best - or completely ignore the issue - at worst. When it comes to estate planning, however, there are just some mistakes that you cannot afford to make. Below are five of the most critical estate planning mistakes. Not having any estate plan. This is the

2019-02-21T09:55:40-07:00February 21st, 2019|Tags: , , , |

Warning: Don’t Let Creditors Inherit from You

Shocking to most people, the retirement account you leave for your spouse can be seized in a divorce, lawsuit, or bankruptcy. 3 Options Available To Surviving Spouses When your surviving spouse inherits your IRA, he or she generally has three options: Cash out the inherited IRA and pay the income tax. WARNING! The cashed-out IRA will not

2019-02-15T15:19:23-07:00February 15th, 2019|Tags: , , , , , , |

3 Liability Planning Tips for Physicians

You probably know that the practice of medicine is a profession fraught with the risk of liability.  It’s not just medical malpractice claims either (although those are certainly scary enough). It’s the entire scope of risk from being in business, including employment-related issues, careless business partners and employees, and contractual obligations, as well as personal liabilities. 

2019-02-07T17:09:32-07:00February 7th, 2019|Tags: , , , , |

5 Reasons to Protect Your Retirement Accounts Now

During your lifetime, your retirement account has good asset protection, but as soon as you pass that account to a loved one, that protection evaporates. This means one lawsuit and POOF! Your life long, hard earned savings could be gone. Your heirs could be left penniless. Fortunately, there is a solution to this problem.  A special

2019-01-24T09:24:35-07:00January 24th, 2019|Tags: , , , , |

Why Receiving An Inheritance Changes Your Estate Plan

Receiving an inheritance is a huge blessing but, if not handled properly, can also become a curse. Often times, the inheritor does not know what to do with the new asset and runs into financial trouble, squandering most, if not all of it. This could happen due to the inheritor having outstanding creditor issues or tax

2019-01-17T13:54:58-07:00January 17th, 2019|Tags: , , , , |

Curtis’ thoughts on Purposeful Planning

Purposeful Planning; An Exploration & Explanation Kaiser Law Group’s ‘tagline’ is “Purposeful Estate Planning for the Millionaire Next Door.”  Many of our clients and colleagues know our appreciation for Thomas Stanley and William Danko’s late 1990’s classic book, The Millionaire Next Door, which extols the virtues of living beneath your means (“playing good defense”), investing in

2019-01-10T17:47:57-07:00January 10th, 2019|Tags: , , , , |

What Estate Planning Awareness Means For You

Estate planning is important for everyone regardless of wealth or family status because if you become incapacity or pass away without an estate plan, you are leaving the distribution of your assets subject to state law – and the results may not be what you want or expect. Estate Planning Explained Estate planning includes the growth,

2019-01-10T17:34:50-07:00January 3rd, 2019|Tags: , , , , , |

Three Tips for Talking About Your Estate Plan During the Holidays

The holidays are here, bringing the joyous season of gathering with family and loved ones into full swing. It is the time to slow down, get caught up with loved ones, and enjoy the family and experience quality time around the dinner table. It is also a great idea to take this opportunity to review your

2018-12-27T11:01:00-07:00December 27th, 2018|Tags: , , |

Your 5 Task Year-End Estate Planning To-Do List

2019 is fast approaching.  As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings.  Before entering into the new year, here are some things that need to be on your end of year checklist: Make Sure Your Estate Planning is Up To Date Will or

2018-12-17T14:50:14-07:00December 17th, 2018|Tags: , , , , |