AI made legal documents could backfire…
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source
Is a will enough or do you need a living trust?
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source
What Is Wealth?
Discover the complexities of wealth perception and its impact on financial well-being. Join us as we explore the paradox of financial security, where individuals worth millions still grapple with worries about the future. From the looming threat of wealth taxes to the illusion of liquidity, we delve into the multifaceted nature of wealth and its psychological dimensions. Gain insights from experts on protecting and preserving wealth, regardless of your financial status. This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source
How does Prop 19 Affect Special Needs Planning?
Discover the impact of Prop 19 on special needs planning. Explore key considerations for families navigating property transfers and taxes in the context of special needs. Stay informed and make informed decisions. #Prop19 #SpecialNeedsPlanning #EstateTax This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source
The Medicare Myth: Why It Won’t Cover Your Long-Term Care
Many Americans mistakenly believe Medicare covers long-term care costs, but it doesn’t. This misconception prevents proper planning and the consideration of long-term care insurance. This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source
Why Have a Family Protection Trust
Dive into the world of estate planning with our guide on the Family Protection Trust! Discover how this powerful legal instrument can shield your assets and provide financial security for your loved ones. From protecting inheritances to minimizing tax liabilities, learn how a Family Protection Trust can safeguard your legacy for generations to come. This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source
How to Save Your Kids From Property Tax Hikes
Are you worried about massive property tax increases on your property? In this video, Mark Gilfix from Gilfix Law shares simple tips to avoid these hikes without needing an expert or a lawyer. Whether you’re dealing with Prop 19, California real estate, or just want to ensure your estate planning is rock solid, this video covers essential strategies to protect your property taxes. Mark discusses key topics such as transferring property between spouses, leveraging the $1 million in protection for primary residences when passing property to children, and understanding the stepped-up cost basis to minimize capital gains taxes. He also explains why planning ahead is crucial and how the California Realtor Association’s efforts with Prop 19 impact real estate inventory and property taxes. CHAPTERS: 0:00 – Protect Property from Tax Increase 0:58 – Kids Handling Property Tax Issues 3:32 – Expert Help for Property Tax Protection This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source
Should I get Long Term Care Insurance
Navigate the important decision of Long-Term Care Insurance with our insightful guide! Discover the key factors and considerations that can help you determine if Long-Term Care Insurance is right for you. We break down the benefits, costs, and scenarios where this insurance can make a difference in securing your financial future. Watch now to empower yourself with the knowledge needed to make an informed choice on whether Long-Term Care Insurance is a smart addition to your financial plan. This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com #LongTermCare #InsuranceDecision #FinancialPlanning #HealthcareSecurity” source
Alternatives to Reverse Mortgages: Smart Financial Strategies for Adult Children and Their Parents
Explore smarter financial strategies for managing high expenses in retirement without resorting to costly reverse mortgages. Consider alternatives like a home equity line of credit or family support to ensure long-term financial stability and avoid potential pitfalls. This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source
How Much Should You Save for a Special Needs Trust?
Planning for your child’s future can seem daunting, especially when it involves their financial security after you’re gone. How much should be in a Special Needs Trust to ensure they are well cared for? Is $100,000 enough, or does it need to be more like $3 million? Discover the critical strategies for smart planning to secure your child’s future in our latest video, “Ensure Your Child’s Future with Smart Planning.” In this insightful discussion, we dive into the complexities of funding a Special Needs Trust, exploring the necessary amounts to cover living and care expenses, and the sustainable financial planning techniques that can make these numbers work. We’ll break down the 4% rule for trust returns and discuss innovative solutions like life insurance to meet financial goals without immense upfront wealth. The video also shares a heartwarming success story of a family who used life insurance effectively to bolster their child’s trust fund, showcasing the profound impact that well-considered financial planning can have on family security and peace of mind. CHAPTERS: 0:00 – Special Needs Trust Funding 1:22 – Life Insurance Solutions 3:59 – Trust Funding Methods 5:01 – Our Book Promotion 5:02 – Closing Remarks This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source