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Liza's Monterey Herald Articles:
 

SENIOR ADVOCATE

By Liza Horvath

  

-Developing a Wealth Habit 07/06/15
In this article, Liza speaks on some of the positive habits of wealth generators.

-Real Estate Fraud 06/29/15
In this article, Liza speaks on several instance of fraud that involve you home.

-The Unintentional Felony 06/15/15
In this article, Liza speaks on how, even when following the exact wishes of a will or trust, it's possible to commit a felony without realizing it.

-Trust Laws Continue to Evolve 06/08/15
In this article, Liza speaks on the changing laws in regards to pet trusts.

-Debunking The Excuses For Not Having a Will 06/01/15
In this article, Liza comments on the most common excuses heard for avoiding the writing of a will.

-When Irrevocable is Not What it Seems 05/26/15
In this article, Liza speaks on how, even when your trusts state one thing, your trustee can find ways to do another.

-A Gift to Your Grandchild 05/18/15
In this article, Liza speaks on a slightly different gift than one would expect from a grandparent.

-A Mother's Love 05/11/15
In this article, Liza speaks on one way to handle beneficiaries who are in prison.

-Team Building 05/04/15
In this article, Liza speaks on how to assemble a team of Financial Advisors.

-Love and Money 04/27/15
In this article, Liza speaks on Behavioral Finance.

-Self-Protection Checklist for Estate Beneficiaries 04/20/15
In this article, Liza will keep you up to speed on your rights as a beneficiary.

-Do Money Managers Add Value to Your Financial Picture? 04/06/15
In this article, Liza speaks on the value of a Money Manager, and what to look for in choosing one.

-But Mom Seemed Fine 03/31/15
In this article, Liza speaks on the benefits of alternate diagnoses.

-Smart Aging 03/23/15
In this article, Liza discusses how the US must change to accommodate an aging populace.

-Reverse Mortgages as a Financial Planning Tool 03/03/15
In this article, Liza speaks on using Reverse Mortgages as a financial tool for retirement.

-Fire That Trustee 02/23/15
In this article, Liza speaks on handling difficult individuals - on both sides of the trust fight.

-How to Lose Your Inheritance 02/16/15
In this article, Liza speaks about the risks of a conservatorship.

-We Get Better With Age 02/09/15
In this article Liza speaks positively of the aging process.

-Emergency Funds for Children 02/03/15
In this article Liza speaks on setting up trusts for at-risk children.

-Directing Death 01/26/15
In this article, Liza speaks on a proposed Dying with Dignity bill.

-Skimping on Legal Fees Can Cost You - 01/19/15
In this article, Liza speaks on how the cheapest option may not be the wisest.

-The Fatal Flaw in Identity Theft Protection 01/12/15
In this article, Liza speaks on a critical, and often overlooked, issue with major Identity Theft Protection companies.

-Step Outside Your Comfort Zone 01/05/15
In this article, Liza speaks on how trying new things can have positive health benefits.

-Lessons Learned in 2014 12/29/14
In this article, Liza looks back over 2014 and highlights some new information.

-The Sadness of the Season 12/22/14
In this article, Liza speaks on SAD and her own experiences.

-Consider the Goal of Paying it Forward  12/15/14
In this article, Liza speaks on the personal benefits of community volunteer work.

-Nuances of Trust Administration  12/09/14
In this article, Liza speaks on some of the lesser-known aspects of Estate Planning.

-Holiday Opportunities to Introduce Family to Advisors 11/24/14

-Nursing Homes Lack Oversight  11/17/14
In this article, Liza talks about CA's nursing homes, and imparts some advice for when you deal with them.

-Changing the Face of the Right to Die Movement  11/10/14
In this article, Liza speaks on the recent headlines revolving around the "Right to Die."

-Homeless Seniors  11/03/14
In this article, Liza speaks on the rising danger of scammers targeting the elderly.

-Gifting Non-Cash Assets  10/27/14
In this article, Liza talks about how to navigate the tricky nature of giving non-cash donations to charity.

-Year End Gifting and Donations  10/20/14
In this article, Liza speaks on taxes and year-end gifts.

-Options to Consider When Seniors Age in Place  10/13/14
In this article, Liza talks about the range of options available to Seniors in regards to housing.

-When Trustees and Health Care Agents Disagree 10/06/14
In this article, Liza speaks on the miscommunication that often occurs between Trustees and Agents.

-Window of Opportunity for Scammers 09/29/14
In this article, Liza relates a story about a near-miss with a scammer and offers some words of warning.

-Missing and Presumed Dead 09/23/14
In this article, Liza talks on the process of declaring someone "presumed dead" through the courts.

-Senior Drivers Are The Best 09/15/14
In this article, Liza takes an irreverent look at senior drivers.

-The Game of Death 09/08/14
In this article, Liza speaks on the rather unpopular topic of death, and how it relates to clients.

-The Collision of Baby Boomers with Seniorhood 09/01/14
In this article, Liza writes about how more and more companies are shifting focus from the new to the old.

-Avoiding Shock and Awe 08/25/14
In this article, Liza speaks on avoiding the shock of potential inheritance.

-To You, I Leave My Bitcoins 08/18/14
In this article, Liza delves into the topic of Bitcoins and Estate Planning.

-Expressions of Love 08/11/14
In this article, Liza speaks on how the planning process can open our eyes to the truth of our family members, for both good and ill.

-Further Win-Win Investment Strategies 08/04/14
In this article, Liza delves further into some of the more unknown investment strategies.

-Create a Win-Win in Investment Returns 07/28/14
In this article, Liza speaks on ways of both safeguarding your investment, and profiting from it.

-Innovation Leads to Complexity in Estate Planning 07/21/14
In this article, Liza speaks on how as our society gets more complex, so does our Estate Planning.

-Be Diligent When Placing Trust 07/14/14
In this article, Liza speaks on how you must be careful when placing your trust in someone, regarding your finances.

-Estate Planning of the Stars 07/07/14
-In this article, Liza speaks on the various estate plans of famous celebrities.

-Compassion Should Be Used When Dementia is Present 06/30/14
-In this article, Liza speaks on the effects of diseases like Alzheimer's on families.

-The Rights of Adult Children 06/23/14
In this article, Liza speaks on dementia and its effect on family members.

-Power of Attorney - A License to Steal 06/16/14
In this article, Liza speaks on the unfortunate abuse of power that often accompanies an individual being granted Power of Attorney.

-Retaining Control Using Palliative Care 06/09/14
In this article, Liza speaks on how more and more people are determining for themselves the best way to manage their pain.

-The Forgotten Details of Estate Planning 06/02/14
In this article, Liza talks about the small (yet important) details that often-times get overlooked during estate planning.

-Safely Aging--In-Place 05/26/14
In this article, Liza discusses the surge in our elders deciding to live at home for their golden years.

-Reasonable Trustee Fees 05/19/14
In this article, Liza speaks on how even with a family member as trustee, fees should still be paid.

-Jewelry Visitation 05/12/14
In this article, Liza speaks on one aspect of hoarding.

-Art as an Investment 05/05/14
-In this article, Liza speaks on the usefulness and validity of art as a long term investment.

-Taking Care of Mom 04/28/14
In this article, Liza speaks on the shift in roles that comes when a parent reaches an older age.

-Insurance: Love it or Hate It 04/21/14
In this article, Liza speaks on the practical application of life insurance.

-The Shoemaker's Shoes 04/14/14
In this article, Liza speaks on a recent experience and how it affected her work and life.

-Investing for Impact 04/07/14
In this article, Liza speaks on how some companies and individuals are taking in the long view when it comes to investing.

-Family Foundations 03/31/14
In this article, Liza discusses Family Foundations and their benefits.

-Professional Trustees 03/24/14
In this article, Liza speaks on the benefits of choosing professional trustees over the traditional family member or advisor.

-State of Celebration 03/17/14
In this article, Liza speaks on "State of celebration" laws, and how they affect your estate planning, especially when travelling.

-Confidential Information For Sale 03/10/14
In this article, Liza speak on how rising incidents of how personal information is being sold to outlets like the media.

-VA Perks 03/03/14
In this article, Liza speaks on the benefits that the VA provides veteran soldiers.

-Estate Distributions Take Time 02/24/14
In this article, Liza talks about the length of time it takes to administer a trust.

-Uneconomical Administration 02/17/14
In this article, Liza talks about how a trust can end up costing you more money in the long run that it would save.

-Protect Your Assets 02/10/14
In this article, Liza talks about how a trust can (and cannot) protect your assets.

-More on Health Savings Accounts 02/03/14
In this article, Liza expands on her previous topic, Health Savings Accounts.

-An Underappreciated Investment Opportunity 01/27/14
In this article, Liza speaks on the benefits of Health Savings Accounts.

-Make a Plan for Your Pets 01/20/14
In this article, Liza speaks on having a plan in place for your pets, should they outlive you.  

-More on Undue Influence 01/13/14
In this article, Liza speaks on the changes that came from AB 140, and how they affect seniors.

-New Era for Trusts 01/06/14
In this article, Liza speaks on how the dot.com boom sparked a resurgence in the use of trusts.

-Bold New Year 12/30/13
In this article, Liza speaks on T. Boone Pickens, and how at 85 he's back to make another billion.

-Who Gets Dad? 12/23/13
In this article, Liza delves into yet another topic probably best left un-discussed at the dinner table - who gets to take care of the parent, when they're unable to care for themselves?

-Who Gets the Baby? 12/16/13
In this article, Liza discusses a delicate topic: who gets custody, should the unthinkable happen?

-Year End Gifts 12/09/13
In this article, Liza discusses year-end gifts, such as charitable donations.

-Mind The Gap 12/02/13
In this article, Liza speaks on the gap in accountability that comes when a family member succumbs to dementia, or some other life-changing situation affects estate planning.

-Plans Must Consider All Outcomes
10/28/13
In this article, Liza speaks on how estate planners must consider all possible outcomes when it comes to document preparation.

-Hidden Bank Policies 10/21/13
In this article, Liza speaks on the less savory policies held by leading banks.

-Unintentional Results 10/14/13
In this article, Liza speaks on the unintended results and consequences that might arise from the execution of a trust or will.

-Better Save More for Retirement 10/07/13
In this article, Liza speaks on the rising costs of retirement, and the challenge it poses to the average individual.

-Trending Towards Family Peace 09/30/13
In this article, Liza speaks on the shifting beliefs and practices in the legal field, in relation to family planning and family interaction.

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Asset Protection 09/23/13
In this article, Liza speaks on ways to protect what you've earned, including insurance and the like.

-Get Sued 09/16/13
In this article, Liza speaks on tort reform and rise in spurious lawsuits.

-Keep Your Brain Fit 09/09/13
In this article, Liza speaks on how to maintain a healthy mind when heading into your senior years.

-Death of the Boomer 09/02/13
In this article, she speaks on the death of the Boomer generation.

-Dividing Personal Property 08/12/13
In this article, Liza speaks on how personal property is divided in relation to trusts and estates.

-What Happens When We Die 08/05/13
In this article, Liza speaks on what happens when we die - not the spiritual aspect, but rather the financial.

-International Wills 07/29/13
In this article, Liza speaks on the difficulties of administering an international will.

-More on Senior Driving 07/22/13
In this article, Liza delves deeper into the topic of senior's and their driving skills.

-Open the Discussion 07/08/13
In this article, Liza speaks generally on estate and family planning.

-Lies and Exploitation 07/01/13
In this article, Liza talks on the unfortunately commonplace exploitation of seniors.

-Stripping of Healthcare Rights - Final 06/17/13
In this article, Liza wraps up her article series on the loss of right that can result following the diagnosis of a terminal illness.

-Stripping of Healthcare Rights 06/05/13
In this article, Liza begins speaking on how a patient's rights can disappear when a terminal illness is diagnosed.

-Reset Button 05/22/13
In this article, Liza speaks on resetting your financial status.

-Property Taxes 05/13/13
In this article, Liza speaks broadly on property taxes.

-Estate Mediation 05/06/13
In this article, Liza speaks on the difficulties that come from mediating inheritance disputes and money disbursement.

-Adult Summer Camp 04/29/13
In this article, Liza speaks on the various summer camps available to both adults and seniors.

-Be Safe at Home 04/15/13
In this article, Liza speaks about some of the best ways to keep yourself safe in your own home.

-More On Donations 04/08/13
In this article, Liza speaks more thoroughly on organ and body donation.

-Your Best Donation 04/01/13
In this article, Liza speaks on the positives of organ and body donation.

-Commando Estate Planning 03/25/13
In this article, Liza speaks about the benefits of incorporating scenario planning into your estate plans.

-Nature Bathing Provides Health Benefits 03/20/13
In this article, Liza speaks about the health benefits of exposure to nature in all its splendor.

 


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