by Matthew Murillo | Jan 5, 2019 | Estate Planning, NLBM, PFL
It’s the middle of the night. The authorities just notified you that you have 20 minutes to evacuate your home before a raging wildfire cuts off the exit from your neighborhood, leaving you trapped. The fire is advancing at the rate of a football field every second,...
by Matthew Murillo | Jan 5, 2019 | Estate Planning, NLBM, PFL
If you’ve created an estate plan, it likely includes traditional wealth and assets like finances, real estate, personal property, and family heirlooms. But unless your plan also includes your digital assets, there’s a good chance this online property will be lost...
by Matthew Murillo | Jan 5, 2019 | Estate Planning, NLBM, PFL
While some of those TV commercials for free credit-score report companies are pretty funny, having errors on your credit report is no laughing matter. Indeed, your credit score is one of the main factors determining your access to loans, credit cards, housing, and...
by Matthew Murillo | Jan 5, 2019 | Estate Planning, NLBM, PFL
With the cost of long-term care (LTC) skyrocketing, you may be concerned about your (or your elderly parents’) ability to pay for lengthy stays in assisted living and/or a nursing home. Such care can be massively expensive, with the potential to overwhelm even the...
by Matthew Murillo | Jan 5, 2019 | Estate Planning, NLBM, PFL
You may be familiar with IRAs. You may also be familiar with Trusts, but have you heard of the ‘trusteed IRA’? The Trusteed IRA is an elegant financial planning tool that combines the best of the IRA world with that of the Estate document world. Learn more about the...
by Matthew Murillo | Jan 5, 2019 | Estate Planning, NLBM, PFL
If you’re like me, you want to leave an inheritance for your children. It’s likely part of what you are working so hard to do. But, far too often, the way we leave those inheritances actually does more harm than good. Something no parent wants. Giving outright...
