Copenbarger & Copenbarger, LLP

Happy Valentine's Day!

Scams related to COVID-19 are on the rise. Here are a few to watch out for. https://www.aarp.org//scams-fr/info-2020/coronavirus.html

Caring for kids, grandkids and aging parents all at the same time can land you in the "dangerous middle" where your own retirement and estate plans are going neglected. Here are some great tips to get back on track: https://www.thestreet.com//four-steps-to-manage-the-after-

Make sure to update your estate planning documents after divorce!

Are you the Executor or Trustee over an estate for a loved one who recently passed away? Schedule an appointment with us and we will answer any questions you have and explain how we can help with your duties. https://www.copenbarger.com/practic/estate-administration/

How to write a Eulogy that captures who your loved one really was. https://www.aarp.org//friends-family/info-2020/how-to-writ

Do NOT buy a small business before you do this one thing! https://www.copenbarger.com/california-business-attorneys-/

What is an estate plan? https://www.bankrate.com/retirement/estate-planning/

4 ways wealthy families are trying to head off heftier estate taxes under a Biden Administration. https://www.cnbc.com//4-ways-rich-families-are-trying-to-b

Mom died at home. Do we need to disclose this when selling her house? https://www.copenbarger.com/mom-died-at-home-do-we-need-to/

Your adult children will need to know some basic information about your estate plan in order to carry out your wishes. Here are some tips for what to disclose: https://www.cnbc.com/2020/11/09/how-much-shou.html

Five steps for picking a Medicare plan. https://health.usnews.com//steps-for-picking-a-medicare-pl

Do you have a child with disabilities? Consider creating a Special Need Trust to protect assets for his or her future care.

Elder abuse can be more subtle than people realize. Get familiar with the most common signs so you can help a loved one who may be in trouble. https://www.copenbarger.com/recognizing-elder-abuse-tips-f/

Instead of correcting mistakes, it may be better to let the small things slide when a loved one is experiencing memory loss from dementia. https://www.aarp.org///handling-dementia-memory-loss.html

5 things to do if you inherit a Roth IRA. https://www.marketwatch.com//5-things-to-do-if-you-inherit

Valuable gun collections are often seized and destroyed after the death of the owner because the heirs do not have the proper licenses or permission to inherit the firearms. You can avoid this possibility and ensure that your guns are passed down safely to your loved ones by creating a gun trust. https://www.copenbarger.com//estate-planni/pet-gun-trusts/

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Happy Halloween!

The SECURE Act eliminated the concept of Stretch IRAs for beneficiaries. Here are three alternatives that should now be considered. http://ow.ly/jQuq30rcMXE

Stroke survivors are warriors!

Have you noticed that mom or dad is struggling to make decisions or manage their affairs?

We have a number of FREE events coming up that are designed to help you protect your family and everything you own. Click here to RSVP they are all online so you can attend from home. http://ow.ly/rSBk30rcMXD