DeCarli Law News and Insights

What Kind of Trust Fits Your Needs?

This is a common question we hear and at Decarli Law we can help. Read on for information to help determine whether you need a trust and, if so, what kind fits your specific situation. For example, maybe you have a disabled child and you want a trust… Read More
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How to Talk Inheritance in California with Your Kids

Talking about wealth with your kids can be an uncomfortable task for many parents. Talking about how much money or property you have is usually viewed as taboo.  Asking someone else about what they have is often considered impolite. But failing to t… Read More
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How to Discuss Finances and Estate Planning with Aging Parents

The conversation may be difficult, but it is essential that as your parents age, you have conversations with them about their finances. To broach the topic, you might bring up current events like the coronavirus pandemic, its effect on economic condi… Read More
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Retirement Planning and Longevity for Generation X

It’s time for Gen Xers to become active in the creation and execution of their retirement planning as they enter their 40s and 50s. There are many things to consider, including finances, investments, insurance policies, legal documents, living arra… Read More
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Solutions for Blended Family Planning

Family dynamics change, sometimes couples bring children into a marriage from a prior marriage or union and then have children together. This is often referred to as a blended family. Blended families highlight the need for careful estate planning to… Read More
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Do You Know Who You Want Making Final Decisions for You?

When you are no longer able to, who should you trust to manage your financial well-being? A power of attorney (POA), otherwise known as an agent to your principal, has the legal authority to represent and make decisions on your behalf. What character… Read More
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How a Late Life Divorce Can Affect Your Finances

Gray divorces are happening more often for Americans aged 50 or more. The term gray divorce generally refers to the baby boomer generation and affects all classes and education levels. Research shows that splitting during middle age is particularly d… Read More
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Aging Well While Saving Money

Don’t plague your senior years with money woes. The stress that money problems bring not only ruins your aging experience but can also be disastrous to your health. Rising health care costs and your increased need for health care can add up to big… Read More
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What is a Springing Power of Attorney?

  Michael was having a wonderful time in Florida while he waited for his California house to close. Unfortunately he took a bad fall and ended up in a Florida hospital. He had his California powers of attorney, but the problem was that they were… Read More
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Millennials Are More Fiscally Conservative Than You Think

Millennials include fiscally conservative, savings oriented, and future planners seeking financial freedom as core attributes. A large part of millennials’ formative years was influenced by the US sub-prime mortgage crisis beginning in 2007, sh… Read More
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