Blog | Patinelli & Chang

Jan 16, 20201 min read

Changes to your retirement planning

Highlights Of The SECURE Act 1.) Required Minimum Distributions (RMDs) Will Start at Age 72, Not Age 70½ 2.) You Can Contribute to Your...

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Holiday Gatherings Often Reveal Changes in Aging Family Members

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Dec 26, 20192 min read

Holiday Gatherings Often Reveal Changes in Aging Family Members

“It’s a common occurrence. Far flung family members return home to visit elderly relatives for the holidays. Upon arrival, they notice...

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Dec 24, 20192 min read

Can My Estate Plan Include Illiquid Assets, Like Real Property and Ownership Interests?

“No good estate plan can afford to ignore the other assets, the ones called ‘illiquid.’ That category includes anything that can’t...

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Dec 23, 20192 min read

Microsoft’s Co-Founder Paul Allen’s Billions Estate

“Paul Allen intended to give away the majority of the $20 billion-plus fortune he accumulated as Microsoft co-founder, technology...

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Dec 19, 20193 min read

What Women Need to Know about Social Security

“Understanding the rules about Social Security benefits and when to start claiming Social Security can be difficult. However, they’re...

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Dec 18, 20192 min read

Tips for Choosing a Fiduciary

“Being a fiduciary is a time-intensive and intellectually challenging task to put upon an individual.” One of the important tasks in...

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Nov 7, 20192 min read

Are Seniors Prepared for Natural Disasters?

“A new national poll shows that many people over age 50 haven’t taken key steps to protect their health and well-being in case of severe...

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Nov 4, 20192 min read

What has the Average American Saved for Retirement?

What is the size of the average retirement nest egg? It depends on what you mean by ‘average.’" It’s the question we all wonder about,...

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How Many Ways Can You Ruin Your Retirement? Plenty!

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Oct 28, 20193 min read

How Many Ways Can You Ruin Your Retirement? Plenty!

“The fantasy of being your own boss and filling your days as you wish is a powerful one. However, if you’re not careful, you could spend...

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Sep 27, 20192 min read

Retirement Planning: Where to Start?

“Contemplation of retirement can be both exciting and intimidating. Obviously, planning for the beginning of retirement should start...

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How Does an Executor Obtain a Credit Report for Decedent?

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Sep 26, 20192 min read

How Does an Executor Obtain a Credit Report for Decedent?

“While it’s not something many people think about until faced with the issue, obtaining a credit report for a deceased person is...

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How to Live a Full Life throughout Retirement

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Sep 25, 20192 min read

How to Live a Full Life throughout Retirement

“During retirement or before, you probably did all the financial planning along with the legal paperwork. Have you also thought about...

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Living Together Isn’t as Simple as You Think

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Sep 24, 20193 min read

Living Together Isn’t as Simple as You Think

“For couples over 50, living together has a lot of appeal and is on the rise. In fact, the number of unmarried couples who are 50+ shot...

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Sep 23, 20193 min read

More Reasons to Review Your Estate Plan

“Talking about illness, death and taxes is not most people’s idea of a good time (except for us estate planners). That being said, there...

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Sep 20, 20193 min read

Why Wills Need to be Updated

“Your will may be the most important document you’ll ever write. The problem is, after many of us draft one, we put it somewhere for...

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Will a No-Contest Clause Protect Your Estate from Squabbling Kids?

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Sep 19, 20192 min read

Will a No-Contest Clause Protect Your Estate from Squabbling Kids?

“A No Contest clause is a paragraph that can be included in a Last Will and Testament or a Trust, which makes it clear that anyone who...

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Sep 18, 20192 min read

How Does a Probate Proceeding Work?

“Although most people would not want a court proceeding on death, many people mistakenly think that a will avoids one.” Probate is a...

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Three Different Kinds of Power of Attorney

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Sep 17, 20192 min read

Three Different Kinds of Power of Attorney

“The durable power of attorney is one of the most effective and important planning tools for medical care and estate planning, since it...

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Sep 16, 20192 min read

Nothing is Certain but Death and Taxes

“Most of us have heard the quote from Benjamin Franklin, ‘In this world, nothing is certain except death and taxes.’” No one actually...

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Sep 13, 20192 min read

Understanding Why a Will is Important

“Everyone knows what a will is. However, do you know the importance of having one? What does this document mean and what are the reasons...

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