Deathbed Estate Planning
| | | | | | | | | | |

Deathbed Estate Planning

BySite Admin

When the death of a loved one is on the horizon, it may still be possible to complete a comprehensive estate plan. Some people experience psychological discomfort when addressing issues that would occur after their passing. This could be the reason it is not uncommon for people to put off completing or even starting their…

Can New Rules Regarding Pension Plans and IRAs Help During This Crisis?
| | | | | | | | | |

Can New Rules Regarding Pension Plans and IRAs Help During This Crisis?

ByThanasi Preovolos

The CARES Act passed by Congress on March 27, 2020 is a monster of a bill at 895 pages long.  Law makers, lobbyists, lawyers, accountants, and media pundits will be examining, learning, reporting and debating all its provisions for the weeks and months to come. This article is intended to focus in on relief for…

Now is the Time to Complete Your Estate Plan
| |

Now is the Time to Complete Your Estate Plan

BySite Admin

Now is the time to get your estate in order. Fill out the form to the right or call us at (619) 696-0520 to get started. This world-wide pandemic has forced many individuals to readdress scenarios that were previously unthinkable. Estate planning is admittedly not the most cheerful of subjects but planning now can have…

Why do you need an Estate Plan?
| |

Why do you need an Estate Plan?

BySite Admin

Many people feel that estate planning is an unpleasant and morbid subject. They put it off because they are too busy, think they don’t own enough assets, or simply do not want to think about the end of their life. Unfortunately, ignoring these issues today may cost your family thousands of dollars tomorrow. Proper estate…