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Orange City Estate Planning Blog

Retirement 401k

Stop COVID-19 from Eating Up My Retirement

For most people, achieving a comfortable retirement is a tricky business. The past few weeks have added to the challenges as the world has changed as much as in any period since WWII. The world is now fighting the coronavirus pandemic.

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estate planning strategies

Does Your Estate Plan Need a Will or a Trust?

One of the most fundamental choices you can make as you’re thinking about how to pass your assets on to heirs, is whether you hold assets in a revocable trust or more simply give them via a will. Both approaches have advantages, although trusts can provide significantly more benefits.

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COVID-19 Update: Helping Your Elderly Parents

Americans everywhere are concerned about the coronavirus. However, COVID-19 has demonstrated that it’s particularly serious for older adults whose immune systems naturally weaken as they age — and especially for those with chronic medical conditions, according to Dr. Samir K. Sinha, a member of the American Red Cross Scientific Advisory Council.

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