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The linked article provides some helpful examples that shed light on information to be aware of when considering making gifts to younger generations....
Often, couples are not aware of what legally happens to finances when one marries. This is important information to be aware of especially in California, a community property state. Additionally, there is important information to be aware of when one enters a second...
This question is a good one for every parent to consider. The answer may be easier to reach when there are factors such as illness or other challenges that make the analysis less debatable. However, when that is not the case, the answers may be less clear cut...
This piece is helpful because although it is natural for one spouse to be the usual go-to for a variety of household tasks, in the area of finances, it is extremely important that the lesser involved spouse has a general understanding of where accounts are kept, the...
When adult children return to the family home or need financial assistance, it’s important to consider that in one’s planning and budget. The linked article provides some food for thought about establishing some boundaries and approaches for parents....
