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Tuesday, November 12, 2019

Guest Blog- Veterans' Benefits Overview

In honor of Veteran’s Day, this week’s guest blog is by Jim McKinley (www. moneywithjim.org) and covers some of the benefits available to Senior Veterans.

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Wednesday, October 2, 2019

The Three Types of Lawyers to Consider for Your Estate Planning

It seems that there are many options out there when choosing an estate planning attorney.  This week, I give you three different types of lawyers you may come across when looking for right fit to protect your legacy!

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Friday, July 19, 2019

Why I'm Convinced that Estate Planning is a Women's Issue

Estate planning is important for both sexes, but the pitfalls of failing to plan simply affect women, particularly mothers, much more than men for a host of reasons. 
In this week's blog, Tiffany lists 16 key talking points for women (and everyone else) to consider in order to protect their future selves, families, & loved ones. 


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Friday, June 21, 2019

6 Reasons Why Hiring an Estate Planning Lawyer Beats Doing-It-Yourself

The question shouldn’t be whether or not you can write your own will, but rather whether you SHOULD
The problem is:  you don’t know what you don’t know.


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Tuesday, June 11, 2019

Finding Direction When Facing a Terminal Diagnosis

Today's blog features an article by Guest Blogger, Craig Meadows, of Surviving Day One... https://survivingdayone.com/


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Monday, May 6, 2019

4 Estate Planning Myths That Refuse To Die

Great article that covers common estate planning myths (that we hear about all the time)...

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Tuesday, April 30, 2019

What is Your Purpose?

Mortality is a bizarre concept to wrap your mind around...

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Tuesday, April 2, 2019

Spring Cleaning: Helpful Tools for Organization

Spring has sprung! As our lives become busier, we tend to place organization on the lower end of the priority list.  Since Spring is the season of fresh starts, this is a great time to revisit the things you have been putting off and incorporate some tools to help you stay organized!

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Thursday, March 14, 2019

Should I Do My Estate Planning Online???

The worldwide web has provided us with great opportunity to be more independent as consumers. However, as convenient it may seem, you might want to think twice before creating an estate plan online!

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Thursday, December 13, 2018

Trusts In The Age Of Trump: Time To Re-Engineer Your Estate Plan

Ashlea Ebeling with Forbes discusses what you need to know about some of the recent changes to federal tax law. 

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Tuesday, November 27, 2018

What California Wildfire Victims Should Know About Insurance And Loss Of Use

 by Megan Gorman, Forbes 
When California insurance broker Chris Thorndike awoke on Friday morning, he was besieged with an unusual amount of voicemail and inbox messages with the ominous title “Wildfire Updates”. From that moment on, Thorndike, who is President of NorthStar Risk Management & Insurance in Walnut Creek, California worked to help 15 of his clients under mandatory evacuation in the Malibu and Thousand Oaks area understand how their insurance would help them as the fires played out.


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