Grimaldi Yeung Law Group Blogs

Why Your Will Needs To Change Again

Why Your Will Needs To Change Again

Some people change their wills every time there's a small family skirmish. However, most sign their wills and shove them in a drawer and try not to think about death. This is a mistake, for them and their families. Even If your own life never changes, there are...

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How Do TOD Accounts Work?

How Do TOD Accounts Work?

A Transfer on Death (TOD) account is a way to have accounts pass to beneficiaries immediately upon death. There are situations where this simple solution can work, and others where it creates a lot of headaches for families. With an estimated 57% of Americans not...

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Using Estate Planning to Prepare for Your Future

Using Estate Planning to Prepare for Your Future

Planning a vacation is a lot more fun than planning for death, disability or needing long-term care. However, putting off estate planning means missing an opportunity to gather our thoughts on what kind of a legacy we want to leave behind, how we want to be cared for...

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Is Your Retirement Plan A Plan or a Wish List?

Is Your Retirement Plan A Plan or a Wish List?

Whether you are thinking about life-long finances or planning for retirement, it's always a good idea to discuss ideas and strategies with a professional, like a financial advisor or accountant. When it comes to an estate plan, an estate planning or elder law attorney...

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Do T-Bonds Fit in a Retirement Portfolio?

Do T-Bonds Fit in a Retirement Portfolio?

Saving for retirement involves a variety of investments, including domestic and international stocks, mutual funds, cash, and bonds. Treasury bonds, known as T-bonds, are liked by many people, because they are backed by the "full faith and credit" of the U.S. federal...

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Another Tax-Sheltered Employee Retirement Plan: The 403(b)

Another Tax-Sheltered Employee Retirement Plan: The 403(b)

There are similarities and differences between the 403(b) and the 401(k) plans, but both offer a good path to retirement savings. For those who work in a non-profit organization, like a school, social service agency, college, hospital system, or museum, the 403(b)...

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