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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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Wednesday, November 21, 2018

The Thanksgiving Table Is The Perfect Forum To Discuss Estate Planning

By Cori A. Robinson, Esq., Above The Law 
In addition to expressing thanks for all that you have in this world, take the opportunity, while your loved ones are relegated to one table, to discuss, or at least investigate, the following topics that will surely give them pumpkin to talk about.


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Friday, October 19, 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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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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Saturday, August 25, 2018

Small real estate investors might miss out on new federal tax deduction


by Kathleen Pender, San Francisco Chronicle

August 25, 2018  Link to Original Article

People who own just one or two rental properties might not qualify for the new 20 percent federal deduction that big-time real estate investors and other pass-through entities will get starting this year.

The federal tax law passed in December lets many pass-through entities such as partnerships and sole proprietorships deduct 20 percent of their “qualified business income,” with some limits.
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Tuesday, August 14, 2018

Think your company qualifies for a small business tax break? It's complicated...


by Marcy Gordon, Associated Press

August 10, 2018, USA Today

WASHINGTON — Architects and engineers are still in. Accountants, doctors and lawyers remain out — mostly. New rules floated by the Trump administration lay out what kinds of businesses can take a 20 percent deduction against income taxes under the new tax law.


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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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