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Estate Planning

How To Avoid Clipping Coupons and Pinching Pennies In Your Old Age

March 3, 2017 by Marc Ang

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Erin Bui chats about her grandmother's financial constraints in Vietnam, which mirrors what many seniors are going through in the United States. Creating a protection plan (encompassing estate plan, life insurance, and annuities), should help ease the financial worries seniors face. After working so hard all your life, there finally comes a time when you should take steps to … [Read more...] about How To Avoid Clipping Coupons and Pinching Pennies In Your Old Age

The Young Family Preparation Checklist

February 26, 2017 by Marc Ang

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Michelle Sun gives young families and couples just starting out their household, a list of to-do items such as estate planning, life insurance, disability insurance and basic investments. With the birth of a new child comes the celebration of life, but with younger kids comes more financial responsibility and care, especially during the first few years after their birth.  A … [Read more...] about The Young Family Preparation Checklist

Do you need a Living Trust or is a Will sufficient?

February 20, 2017 by Marc Ang

You have worked hard for what you have and are interested in understanding where your wealth would go if something unplanned were to happen. Of course you don’t want a random probate court to decide what would happen to your assets when they find you don’t have any written legal representation. Your options as of now in dictating where your money would go would most likely … [Read more...] about Do you need a Living Trust or is a Will sufficient?

Probate State by State Thresholds

February 18, 2017 by Marc Ang

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Do you have enough assets to warrant probate? Do you know what the probate process consists of? Check your state's thresholds here, and what types of property count towards those limits. Thanks to LegalMatch's Pavel Leshchinskiy for this thorough and concise write-up: http://www.legalmatch.com/law-library/article/how-probate-works-a-state-comparison.html Note: The original … [Read more...] about Probate State by State Thresholds

When Injury or Death Affects A Young Couple and Family (A Case Study)

February 2, 2017 by Marc Ang

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Young families and couples starting out their lives have a lot of liabilities to protect, and deal with a higher amount of risk than older, more established couples. Here's a checklist on what to protect and how to prepare as a young couple. Tom, 35 and Mary, 32 are newlyweds, and they have two young children. Tom had put a down payment on a beautiful home in the suburbs … [Read more...] about When Injury or Death Affects A Young Couple and Family (A Case Study)

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Contact: marc@mangusfinance.com