Parenting Group hosts Informational Seminar on Estate Planning for New Parents A new baby comes home with a host of legal and financial decisions to be made. University of San Diego faculty member Daniel K. Printz and financial planner Kristin Barron will present “A Parent’s Guide to Wills, Trusts, and Financial Planning” on Saturday, April 17, at 9:00 a.m. – 11:00 a.m. Scripps Coastal Medical Group… Read More
Living Trusts and Estate Planning Basics for Parents Come to our seminar – 1/27/2010 from 6:30 p.m. to 8:00 p.m. at Scripps Coastal Medical Center in Carlsbad. … Read More
Life Insurance for Small Estates I represent many young families. These are couples in their twenties to early forties with small children and small estates. Typically, they have no home or a home with limited equity. Their major concern, after nominating a guardian for their children, is how would the family cope financially if one of them were to die… Read More
Estate Planning for New Parents Congratulations on your new family! You are in the midst of an exciting adventure, but it’s an adventure with real-life concerns. Among them – how best to protect your children should something happen to you? In my practice, I try to patiently walk clients through the maze of choices they need to make as responsible… Read More
