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Estate Planning

Tuesday, April 9, 2019

Why Your Family’s Money Belongs In Nevada — No Matter Where You Live

Great Forbes article on why Nevada is an excellent choice for estate planning & asset protection.

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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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Tuesday, March 5, 2019

Tax Savings Strategies to Implement NOW to Lower Your 2019 Tax Bill

Ahhh… Tax Season...  If you’re like many people, you may have filed an extension for your 2018 federal tax return, so take a look and see if any of these tips might apply to last year. Otherwise, be sure to make the most out of these ideas for your 2019 tax planning!


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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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Friday, November 23, 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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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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Tuesday, October 30, 2018

Places That Will Take Care of Your Pet If Something Happens to You

by Kristin Hunt, Everplans... It’s currently estimated that only 9% of people with Wills include provisions for their cats, dogs, or exotic birds. And unless you already have a sibling or friend who’s explicitly pledged to look after Pawudrey Hepburn, that could leave your pet in limbo if something serious happens to you.



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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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