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Ed Marin
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As more people call themselves “citizens of the world,” there are an increasing number of Americans with assets in other countries. This makes estate planning a bit more complex. Continue reading
Posted Feb 22, 2019 at MRR Estate Planning
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The problem with estate planning mistakes is that many are irreversible and cannot be fixed. Fixes are often expensive. It is best to do it right the first time. Continue reading
Posted Feb 21, 2019 at MRR Estate Planning
Accidents and injuries occur all the time. That’s why every adult needs a power of attorney, in the same way that everyone needs a will. A power of attorney lets you name a person who can step in to conduct your affairs, if you are unable to. Continue reading
Posted Feb 20, 2019 at MRR Estate Planning
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Welcoming a new pet into the home is always a happy occasion. Planning for a furry friend’s life after its owner has passed is as important as any other aspect of pet care. Continue reading
Posted Feb 19, 2019 at MRR Estate Planning
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Widowed or divorced seniors who decide to remarry late in life, need to understand that this may make a big change in their Social Security benefits. They also need to review their estate plan. Continue reading
Posted Feb 18, 2019 at MRR Estate Planning
Now that the holiday season is winding down, it’s time to get back to business—and that includes making sure you and your loved ones have your estate plans all set. Continue reading
Posted Jan 17, 2019 at MRR Estate Planning
There are a lot of myths about caregiving costs, and the wrong information can add up fast. Protect yourself and your loved one, by learning what resources are available for what services. Continue reading
Posted Jan 16, 2019 at MRR Estate Planning
Starting to save early and saving routinely will be your best route to a comfortable retirement. Before you realize it, retirement will be around the corner. Continue reading
Posted Jan 15, 2019 at MRR Estate Planning
He was responsible for his mother’s care, but instead this son used her income to live high, paying for his own expenses, while her bills went unpaid. It’s a cautionary tale about how our most loved family members may not always be trustworthy. Continue reading
Posted Jan 14, 2019 at MRR Estate Planning
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People spend decades saving, tracking their account, and hoping they have enough money for their retirement. However, there’s often a missing piece—sometimes more than one! Continue reading
Posted Dec 21, 2018 at MRR Estate Planning
Millions of Americans have access to healthcare services, because of one of these two programs. Their names are similar, but they serve different functions. Continue reading
Posted Dec 20, 2018 at MRR Estate Planning
Who doesn’t love to learn about the inner lives of celebrities? We live vicariously through articles devoted to the rich and famous. However, when they die and leave a mess behind, we should pay attention to what they did wrong. Continue reading
Posted Dec 19, 2018 at MRR Estate Planning
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The real question isn’t if you need life insurance. The question is, what type of insurance do you need. Continue reading
Posted Dec 18, 2018 at MRR Estate Planning
Nursing home residents are vulnerable. To protect a loved one who lives in a nursing home, you’ll need to know what the facilities are and are not permitted to do, and what actions to take, if necessary. Continue reading
Posted Dec 17, 2018 at MRR Estate Planning
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
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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
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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
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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
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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
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“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