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Tuesday, November 27, 2018

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

by Megan Gorman, Forbes 



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Thursday, November 22, 2018

3 Steps to Prepare your Children for an Inheritance

How do you prepare your children to receive an inheritance?  What can you do now to make them better money managers?  Passing your legacy to your children requires acknowledgement of family values and fiscal preparation, early on.  


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Monday, November 19, 2018

The Thanksgiving Table Is The Perfect Forum To Discuss Estate Planning (via 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.

By Cori A. Robinson, Esq., Above The Law | Link to original article here.


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Monday, October 1, 2018

How to Find the Right Legacy Planning Attorney for You + Your Family

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 (via Forbes)

 

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. 

Link to Original Article by Daniel Scott, Forbes, July 26, 2018


 



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Wednesday, September 12, 2018

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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Thursday, August 30, 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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Thursday, August 9, 2018

PART #2 | Back-to-School Checklist: A Reminder to Reassess your Financial Planning...

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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Thursday, June 14, 2018

The Tough Stuff: Talking with Your Loved One About End-of-Life Arrangements

Beverly Nelson with StandUpForCaregivers.org, discusses the conversations in life that are just plain difficult - talking with your loved one about end-of-life arrangements. It’s a topic you’d rather put off until later, but you don’t know what the future holds. You can, however, make sure your loved one has a plan in place for when their Golden Years quietly come to a close. 


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Tuesday, May 22, 2018

Celebrity Estate Planning Mistakes (What NOT to Do)

For this week, we are diving into the realm of entertainment, sharing some celebrity estate planning horror stories!


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Wednesday, April 25, 2018

Avoiding Entrepreneurial Burnout...

Entrepreneurs are especially vulnerable to career burnout.  Combat this career killer by following these techniques!


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