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Ed Marin
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A special needs trust holds and protects financial assets or receives funds that a disabled beneficiary may receive in the future. Continue reading
Posted Nov 30, 2018 at MRR Estate Planning
Back in the day, U.S. Savings Bonds were a great way to celebrate milestones, like the birth of a child or a wedding. If you still have any savings bonds sitting in a file or buried deep in the back of your safe deposit box, it may be time to cash them in. Continue reading
Posted Nov 29, 2018 at MRR Estate Planning
With more than 5.7 million Americans living with Alzheimer’s disease, you’d think we would know that Alzheimer’s and other forms of dementia lead to far more than just memory loss. Continue reading
Posted Nov 28, 2018 at MRR Estate Planning
From Halloween to the Day of the Dead, the end of October and start of November are a time that many cultures remember and celebrate their ancestors. Instead of being about loss, they are about joy and life. Continue reading
Posted Nov 27, 2018 at MRR Estate Planning
When it comes to distributing your assets, investment accounts are easily divided. However, tangible assets, especially those with sentimental value, can become emotional lightning rods for families. Continue reading
Posted Nov 26, 2018 at MRR Estate Planning
What if you have $4 million in life insurance coverage, but no one in the family knows where the policies are or how to go about finding them? Continue reading
Posted Oct 26, 2018 at MRR Estate Planning
When you use the word “trusts,” people think you are talking about high income people with complicated estate planning needs. However, everyone needs an estate plan, and trusts serve many different purposes, at all income levels. Continue reading
Posted Oct 25, 2018 at MRR Estate Planning
Most 26-year olds don’t have an estate plan in place, and we all know all too well how many celebrities don’t have an estate plan. Mac Miller was different. Continue reading
Posted Oct 24, 2018 at MRR Estate Planning
We read about long-married couples who die in quick succession, but what happens to most couples is that one is left behind for many years. What happens to the surviving spouse? Continue reading
Posted Oct 23, 2018 at MRR Estate Planning
Regular people like to read about celebrities and business leaders who share the same family issues that many of us do, just on an entirely bigger scale. Continue reading
Posted Oct 22, 2018 at MRR Estate Planning
“Changes range from an early close of the donut hole to expanded Medicare Advantage plan benefits.” Continue reading
Posted Oct 19, 2018 at MRR Estate Planning
Boldface names like Aretha and Prince make the news, when they die without a will. However, for the average family, someone dying without a will is no headline. It’s an expensive and stressful mess, and sometimes, can tear families apart. Continue reading
Posted Oct 18, 2018 at MRR Estate Planning
You know all the clichés about how wealthy kids can grow up spoiled. However, you are determined that your kids will learn the right values. For wealthy parents, this is a real challenge. Continue reading
Posted Oct 17, 2018 at MRR Estate Planning
The general idea of planning for your own death isn’t an easy thing to do. However, you should think of it as a parting gift to those you love, giving them an opportunity to gain real insight into who you are, what life has meant to you and how you want them to remember you. Continue reading
Posted Oct 16, 2018 at MRR Estate Planning
“Lisa Marie Presley took the witness stand in her divorce trial Monday and accused her estranged husband, Michael Lockwood, of secretly running up 'possibly millions' on her credit card.” Continue reading
Posted Oct 15, 2018 at MRR Estate Planning
Some financial tasks take a long time, so we put off doing them until they become bigger in our minds than they are in reality. However, in one hour, you can actually get a lot of good stuff done. Continue reading
Posted Oct 12, 2018 at MRR Estate Planning
Consider the numbers: 10,000 people who worked and saved for 40 years are turning 65 every day. It’s a perfect storm: a combination of large sums of money plus aging seniors. Continue reading
Posted Oct 11, 2018 at MRR Estate Planning
The surest way to make sure the wealth you’ve created never makes it past the next generation, is to keep it a secret, or fail to convey values of service and philanthropy to your children and grandchildren. Continue reading
Posted Oct 10, 2018 at MRR Estate Planning
Unless you are like those older couples, where one dies shortly after the other, chances are you will be spending a certain amount of time in your later years as a widow or widower. Will you be ready? Continue reading
Posted Oct 9, 2018 at MRR Estate Planning
For those who are willing to live far from family, retirement overseas allows for a fulfilling lifestyle with a touch of adventure, less expensive healthcare costs and an affordable price tag. Continue reading
Posted Oct 8, 2018 at MRR Estate Planning
Despite gains in the workplace and the political arena, women continue to lag behind men, when it comes to financial and investment understanding. What can be done? Continue reading
Posted Oct 5, 2018 at MRR Estate Planning
Start by making a list of pros and cons. Will you sell to a family member? Sell to a key employee? Or just close the whole thing down? Continue reading
Posted Oct 4, 2018 at MRR Estate Planning
You hate the idea of dying. We do too. However, we bet what you hate even more is the idea of your husband’s ex-wife inheriting millions in insurance proceeds, because he never updated his beneficiary designations. Continue reading
Posted Oct 3, 2018 at MRR Estate Planning
The liability on student loans varies with the type of loan. There are different rules for loans from the federal government and loans made by traditional banks. Continue reading
Posted Oct 2, 2018 at MRR Estate Planning
Second marriages have been called a triumph of hope over experience. Those entering marriage for the second time need to make decisions that they may not thought twice about the first time around. Continue reading
Posted Oct 1, 2018 at MRR Estate Planning