5 Principles (and the Real Secret) to Accumulating Wealth

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

What Lauren Moone can say in an interview
on Wealth-building:
 

Wealthy individuals invariably have great stories to tell about how they grew their business or what they have been able to contribute to their community. However they generally leave out the more mundane means of their success: a sound financial plan. By paying attention to some key principles, investors can leverage their assets most effectively for a successful financial future. These are the five principles to wealth-building:

Continue reading “5 Principles (and the Real Secret) to Accumulating Wealth”

The Shocking Truth About Wills

There are many nuances to wills that people are not knowledgeable about. Unfortunately, not being in the know can affect the owner(s) of a will’s objectives and their intended beneficiaries.

Jason Smith, Estate planning attorney and Elder planning attorney is available to talk about this story.  (Bio)

Some key Points That Jason Smith Can Expand On in an Interview:

  • You can legally disinherit almost anyone except your spouse.
  • Your heirs (spouse and children) have a lot of rights for objecting to a will. No matter how airtight, they can get what is called a heckler’s veto. They can drag out litigation and make it so expensive for the estate that they end up “extorting” money to make it end. Continue reading “The Shocking Truth About Wills”

Don’t Wait! 8 Quick Facts On Wills to Get You Started

Available for Interviews: Jason Smith

There are many nuances to wills that people are not knowledgeable about. Unfortunately, not being in the know can affect the owner(s) of a will’s objectives and their intended beneficiaries.

Jason Smith, Estate planning attorney and Elder planning attorney is available to talk about this story.

Some key Points That Jason Smith
Can Expand On in an Interview on Wills:

It is surprising to know that many people don’t have a will or don’t think they need one. Everyone should have one. Your final wishes may not be carried out, nor will your hard-earned assets go to the ones you want them to without one. Here are the basics:

  • It is a common myth that if one doesn’t have a lot of money, he or she does not need a will—untrue! Besides finances, other issues are that are important to you are outlined in your will.

Continue reading “Don’t Wait! 8 Quick Facts On Wills to Get You Started”

How a Change in Leadership Will Affect Wealthy Investors

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

 

What Don Garman can say in an interview:

In an effort to prepare for all outcomes of the November election, investors should be aware of the tax plan proposed by presidential candidate Biden. These changes, if enacted, will have a material effect on estate planning, gifting, and capital gains strategies.

Continue reading “How a Change in Leadership Will Affect Wealthy Investors”

Everyone Should Have a Living Will: 10 Helpful Tips

Everyone should have a living will, regardless of what their directives are, if only to make sure that their wishes are clear and that they are honored at the end of life stage. Living wills are essential for carrying out one’s wishes. Unfortunately, not being in the know can affect the owner(s) of a will’s objectives and their intended beneficiaries.

Jason Smith, Estate planning attorney and Elder planning attorney is available to talk about this story.  (Bio)

Talking Points for an Interview
With Jason Smith on Living Wills:

  1. Do be clear about your wishes, including when the living will applies (usually only when the individual is incapacitated + (diagnosed with a terminal illness OR permanently unconscious), what treatments, if any, should be withheld or provided. Continue reading “Everyone Should Have a Living Will: 10 Helpful Tips”

Alzheimers and Estate Planning: What Everyone Needs to Know

Alzheimers disease can affect any family. Unfortunately, not making some estate planning decisions while your family member is still coherent, can be real trouble.

Jason Smith, Estate planning attorney and Elder planning attorney is available to talk about this story.  (Bio)

What Jason Smith Can Say in an Interview:

Leaving These 4 Items Out of Your Estate Plan Is a Recipe for Disaster

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

What Lauren Moone can say in an interview:

Many people believe that a will and spoken promises are sufficient preparations for their passing, but there are a few other items that you will wish you had if you knew about them:

      • 1) Power of Attorney: POA is a crucial part of any estate plan. With it, someone you trust will have complete control of your finances. Not comfortable with that? Consider a Limited Power of Attorney which you can restrict to, for example, your checking account.

Continue reading “Leaving These 4 Items Out of Your Estate Plan Is a Recipe for Disaster”

3 Reasons Why You Should Have a Living Trust

Available for Interviews:  Martha Jo Patterson

Martha Jo Patterson is a Certified Elder Law Attorney and is passionate about helping the elderly, disabled, as well as families who have special challenges both in taking care of their loved ones and managing legal matters.

 

What Martha Jo Patterson can say in an interview about
Protecting Your Assets in Your Golden Years:

Here’s an answer you need to know: “Why are Living Trusts called “Living Trusts”? This is a really good question especially since Living Trusts focus on planning for what happens to your estate when you die, avoiding probate and taxes.

Continue reading “3 Reasons Why You Should Have a Living Trust”

Aging Americans: Protecting Your “Pot of Gold” In These Uncertain Times

Available for Interviews:  Martha Jo Patterson

Martha Jo Patterson is a Certified Elder Law Attorney and is passionate about helping the elderly, disabled, as well as families who have special challenges both in taking care of their loved ones and managing legal matters.

 

What Martha Jo Patterson can say in an interview about
Protecting Your Assets in Your Golden Years:

If you are turning 65 soon, you need to protect your assets from the financial impacts of the high cost of health care.

  • We are living in uncertain times. Your twilight years need not be.
  • A new health care bill has been proposed. This bill will replace the Affordable Care Act (Obamacare). I have read the proposed bill and many opinions about it.
  • If passed as is (which almost never happens) it will have a very negative financial impact upon the aging population.

Continue reading “Aging Americans: Protecting Your “Pot of Gold” In These Uncertain Times”

How to Get Your Estate Planng Done Remotely

Available for Interviews: Glenn Matecun.

Glenn R. Metecun, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. Catching the early warning signs of dementia is crucial in helping to get the care your loved one needs.

Here, our estate planning attorney can discuss ways to address your estate planning needs remotely.

Talking Points from Glenn Matecun
How to Get Your Estate Plan Done Remotely: