Posts by Bree

GQ ON The LAW – Special Needs Trust, Power of Attorney, Guardianship

Posted on Sep 20, 2018 in San Diego Lawyer | Comments Off on GQ ON The LAW – Special Needs Trust, Power of Attorney, Guardianship

GQ on the law explains Special Needs Trusts, Powers of Attorney, and Guardianship. Special needs trusts are required if a beneficiary receives any type of government assistance due to disability, incapacity, or special needs. Without a Special Needs Trust, the special needs beneficiary could forfeit any government assistance for medical care or other support. In this show Gary Quackenbush explains ways to create and use a Special needs Trust. GQ...

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Health Care Directives, Living Wills, Guardian Nomination, Putting assets into Trust

Posted on Sep 20, 2018 in San Diego Lawyer | Comments Off on Health Care Directives, Living Wills, Guardian Nomination, Putting assets into Trust

If you can’t speak for yourself, you will need a Health Care Directive to appoint someone to speak on your behalf regarding healthcare, life support, and organ donation decisions.  GQ LAW and Marty Schneider have a lively discussion on their live radio show covering this importatn estate planning topic.  Minor children need to have a Guardian nominated to prevent them from being placed in the foster child system if they lose both parents. A Guardian nomination is a simple but very important document to have in your Family Protection binder.  Gary Quackenbush GQ...

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IRA Conduit’s and Living Trusts. Word on Wealth Radio show discusses IRAs, Living Trusts, Estate Planning

Posted on Aug 22, 2018 in San Diego Lawyer | Comments Off on IRA Conduit’s and Living Trusts. Word on Wealth Radio show discusses IRAs, Living Trusts, Estate Planning

Having your IRA or 401k handled by your Living Trust requires special trust language. The average Living Trust or Family Trust can not handle retirement money properly and could cause accelerated income taxation if not prepared properly. If prepared properly, your Trust can safely distribute inherited retirement accounts to your beneficiaries on your terms and yet avoid accelerated taxation. This radio show “Word on Wealth” with Marty Schneider, CFP, and Gary Quackenbush, Attorney, frankly discusses IRA and 401k inheritance issues.  For more information go to...

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An Entrepreneurs Gift to the World

Posted on Dec 24, 2016 in San Diego Lawyer | Comments Off on An Entrepreneurs Gift to the World

Merry Christmas and Happy Holidays!   Lights, presents, family, food and more food. Everybody loves the holidays. A time when people seem to be a little nicer and just a little more giving. In light of the holiday season, David Hagenbuch, Associate Professor of Marketing at Messiah College and founder of MindfulMarketing.org gives a shout out to entrepreneurs and their gifts to the world.   The 3 Gifts Entrepreneurs Give to the World   1. Ideas “We live in a society where it’s so easy to be a critic and point out what’s wrong in what others have done. Meanwhile, it’s much more...

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News Flash: Gary’s New Radio Show

Posted on Oct 20, 2016 in San Diego Lawyer | Comments Off on News Flash: Gary’s New Radio Show

News Flash: Gary’s New Radio Show After six years on the radio with Marty Schneider on 1210AM KPRZ, I am excited to announce, starting October 25th, we will be broadcasting live each week on 1170 AM KCBQ! The past six years on the air with Marty Schneider have been amazing. We have helped countless San Diegans with their financial needs. On the show we’ve talked estate planning; wills, trusts, and guardianship. We’ve answered your financial questions and helped you plan for retirement. With more air time and now broadcasting  from 1170 KCBQ, one of San Diego’s top...

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