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Monday, October 10, 2022

NEW SERIES! Are your gifts causing more harm than good? When generosity backfires...

As an estate planner, I deal with lots of generous, kind folks with very big hearts (and sometimes, big wallets to match). 
That’s not always the case- sometimes clients have a more modest estate that belies their generous spirits. 
In this series, I’m offering a weekly Q&A to outlines some mistakes I've seen my generous clients make- along with my recommended course-correct plan of action!

Read more . . .


Wednesday, October 5, 2022

PB Law Weekly Round Up! | What to Do (Today!) to Sell Your Business "Someday"...

Even if you're nowhere close to thinking about retirement, there are things you can implement in your business right now to prepare for way down the road...


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Wednesday, April 27, 2022

Happiness Is...

The Atlantic’s In Pursuit of Happiness event kicks off on May 1st, 2022, to help people build more intentional and happy lives.
Read More & Learn How to Sign Up for Free -->


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Thursday, October 18, 2018

4 Vital Considerations for Incorporating Cryptocurrency into your Estate Plan

Cryptocurrency is the latest financial innovation for exchanging assets.  What is it?  How is it acquired?  Can you incorporate into your estate plan?  


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Wednesday, October 3, 2018

The Complete 35-Step Guide For Entrepreneurs Starting A Business (via Forbes)

Starting a business entails understanding and dealing with many issues—legal, financing, sales and marketing, intellectual property protection, liability protection, human resources, and more. But interest in entrepreneurship is at an all-time high. And there have been spectacular success stories of early stage startups growing to be multi-billion-dollar companies, such as Uber, Facebook, WhatsApp, Airbnb, and many others.

by Richard Harroch, Forbes . . .Read the full Article here.



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Monday, August 20, 2018

CA Property Tax Breaks: Parent-to-Child Exclusion (OLD INFO - SEE CA PROP 19 EFFECTIVE 2/16/2021)

PLEASE NOTE- THIS INFORMATION IS AGED- PLEASE REFERENCE UPDATES TO THE LAW NECESSITATED BY CA PROP 19, WHICH BECAME EFFECTIVE ON FEBRUARY 16, 2021, AND SEVERELY LIMITS THE PARENT / CHILD EXCLUSION.


Read more . . .


Monday, August 6, 2018

PART #1 | Back-to-School Checklist: A Reminder to Reassess your Financial Planning...

Back-to-school season is all about fresh starts!  Inspired by the importance of preparation in starting a new school year, we have provided a two-part checklist that will help you and your family prepare for the future!

Read more for Part 1!


Read more . . .


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