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Trusts
Tuesday, January 8, 2019
 Tax Fun for Business Owners! A common dilemma that many business owners face is whether to own or rent a business property... Read more . . .
Thursday, December 13, 2018
 Ashlea Ebeling with Forbes discusses what you need to know about some of the recent changes to federal tax law. Read more . . .
Tuesday, November 27, 2018
 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.Read more . . .
Friday, November 23, 2018
 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. Read more . . .
Wednesday, November 21, 2018
 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. Read more . . .
Tuesday, October 30, 2018
 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.
Read more . . .
Friday, October 19, 2018
 Cryptocurrency is the latest financial innovation for exchanging assets. What is it? How is it acquired? Can you incorporate into your estate plan? Read more . . .
Thursday, October 4, 2018
 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.
Read more . . .
Tuesday, October 2, 2018
 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. Read more . . .
Monday, September 17, 2018
 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.
Read more . . .
Monday, September 10, 2018
 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. Read more . . .
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