Greater San Diego Business Association
In 2008 Congress passed a bill proclaiming the third week in October as National Estate Planning Awareness Week. The House of Representatives considered statistics that over 120,000,000 Americans do not have up-to-date estate plans, and 2/3 of Americans over the age 65 believe they lack the knowledge necessary to adequately plan for retirement. By passing this bill, they are encouraging estate planning and financial literacy to bring awareness to Americans.
Estate planning is a…Continue
Posted on October 17, 2012 at 5:01pm
Have you set new goals for yourself in 2012? The new year tends to get us all to stop and think about our life, and evaluate what we would like to change or better about it. These goals and changes may affect your estate plan if they involve family circumstances or relationships with those close to you. For example, has your relationship with a friend, family member, or significant other changed so that they are (or are not) a very trusted and important person in your life now? Or do you…Continue
Posted on January 25, 2012 at 4:28pm — 1 Comment