Funding Your Living Trust
By : Dwight | Category : california estate planning attorney orange county, Dwight Edward Tompkins, Estate planning in Orange County, Financial Planning, living trust, Revocable Living Trusts, Trust Funding | Comments Off on Funding Your Living Trust
7th Sep 2014
Presented by Estate Planning Attorney,Dwight Edward Tompkins,Orange, California
Roth IRAs Are The Way To Go (If You Qualify) – CNBC – 05/05/14
By : Dwight | Category : Dwight Edward Tompkins, Estate planning in Orange County, estate planning lawyer, Financial Planning, IRAs, orange county estate planning lawyer, Retirement, Roth IRAs | Comments Off on Roth IRAs Are The Way To Go (If You Qualify) – CNBC – 05/05/14
28th May 2014
Presented by Estate Planning Lawyer, Dwight Edward Tompkins, Orange, CA.
Dave Ramsey’s Financial Peace University – Highlights
By : Dwight | Category : banks, Estate Planning, Financial Planning, Trusts, Video | Comments Off on Dave Ramsey’s Financial Peace University – Highlights
28th Mar 2014
Reverse Mortgage Infomercial with Jeff Krolosky
By : Dwight | Category : Assets, benefits, Estate Planning, Financial Planning, Money, Real Estate, Reverse Mortgage, Video | Comments Off on Reverse Mortgage Infomercial with Jeff Krolosky
14th Mar 2014
The Family Meeting – Sharing Your Estate Plan
By : Dwight | Category : administration, Attorney, Children, Dwight Edward Tompkins, Estate Planning, Families, Financial Planning, Trustees, Wills | Comments Off on The Family Meeting – Sharing Your Estate Plan
17th Aug 2013
Frequently, having a family meeting about your estate plan may help you with your goals of protecting and providing for your family. A family meeting often will help in generally preparing your beneficiaries for future inheritances and responsibilities (or lack … more
Family Business Succession Planning
By : Dwight | Category : business planning attorney, Business Succession, california estate planning, Dwight Edward Tompkins, estate planning attorney orange county, Financial Planning, Video | Comments Off on Family Business Succession Planning
5th Jun 2013
This video covers the basics of Family Business Succession Planning for small business owners. Topics include income, control, and succession issues that face small, family-based business owners. Dwight Edward Tompkins,Business Succession Lawyer,Orange County, California.
Financial Planning With Your Lunch Money
By : Dwight | Category : Dwight Edward Tompkins, Economics, estate planning attorney orange county, estate planning lawyer, Financial Planning, IRAs, planning, Retirement | Comments Off on Financial Planning With Your Lunch Money
29th May 2013
According to a recent survey, the average American worker spends approximately $2,000 a year eating out for lunch, instead of bringing a brown bag lunch from home. If you put your lunch money to work in investing, you will significantly … more
The Job of Trustee of a Special Needs Trust
By : Dwight | Category : Estate Planning, estate planning lawyer, Financial Planning, Irrevocable Trusts, Law, Legal Advice, Special Needs Trusts. Trusts, taxes, Trustees | Comments Off on The Job of Trustee of a Special Needs Trust
15th May 2013
The trustee of a special needs trust has a complex job, which requires the trustee to understand the law and rules of government benefits, as well having the duty to invest funds appropriately. Add the taxation requirements to prepare and … more
The Difference Between an Heir and a Beneficiary
By : Dwight | Category : Annuities, Beneficiaries, benefits, California, Dwight Edward Tompkins, Financial Planning, Inheritance, Intestate Succession, Life Insurance, Retirement, Revocable Living Trusts, Wills | Comments Off on The Difference Between an Heir and a Beneficiary
29th Apr 2013
The terms “heir” and “beneficiary” are often used interchangeably by many people and I do so as well from time to time. However, there is an important difference between an “heir” and a “beneficiary”. An “heir” is someone who has … more
Estate Tax Law May Change Again
By : Dwight | Category : California, california estate planning, california estate planning attorney, Dwight Edward Tompkins, estate plan, Estate Taxes, Financial Planning, Lifetime Gifts | Comments Off on Estate Tax Law May Change Again
26th Apr 2013
The Obama “Green Book” Budget for 2014 proposes the estate tax revert back to 2009 rates. On page 138, the Administration states: “Beginning in 2018, the proposal would make permanent the estate, GST, and gift tax parameters as they applied … more