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Friday, October 11, 2019

Student Loan Debt: The Albatross of the Average College Student

Student loans have become a necessary evil for many college students.  The increase of college tuition along with the rise of college attendance creates the perfect storm for more student loan debt.  Why is this happening and why is the term, "crisis" used when discussing the issues involving student loans?


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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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Tuesday, January 8, 2019

Buying Vs. Renting Commercial Real Estate: What Are The Tax Benefits?

Tax Fun for Business Owners!  A common dilemma that many business owners face is whether to own or rent a business property...


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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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Thursday, October 4, 2018

The Complete 35-Step Guide For Entrepreneurs Starting A Business

 by Richard Harroch, 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.


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Tuesday, October 2, 2018

How to Find the Right Legacy Planning Attorney for You.

Are you thinking about creating an estate plan or restating your existing plan?  Are you trying to find where to start and who to represent you in assisting with this?  This week, we discuss how you can find the right legacy planner for you.  


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Monday, September 17, 2018

Estate Planning Is Dead

by Daniel Scott, Forbes

July 26, 2018 Link to Original Article 

Estate planning is dead. Gone are the days of creating legal structures to hold your assets, pass your fortune on to the next generation and, of course, avoid paying estate taxes. Gone are the days of planning for your death. It’s time to plan for your life.



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Monday, September 10, 2018

Intro to Probate: What Is Probate?

Understanding the Probate process emphasizes that proper estate planning is vital!  This week, we give you an introduction to Probate, what it is and what it entails.  


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Friday, August 31, 2018

Celebrity Estate Planning Mistakes - UPDATE: Aretha Franklin Did Not Have a Will!

 Aretha Franklin's recent passing brought to light another celebrity estate lacking the proper protection planning to avoid probate.  We have provided a reminder checklist to prevent this from happening to you and your family.     


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Monday, August 13, 2018

Back-to-School Checklist: A Reminder to Reassess your Financial Planning (Part 2)

This week marks the first week of school for many families.  While the kids are at school, we continue to discuss financial planning  in Part 2 of our Back-to-School Checklist.  Keep your preparation-game strong by using these planning tools!


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