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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 20, 2018

CA Property Tax Breaks: Parent-to-Child Exclusion

If you own property in the Golden State and have children (and/or grandchildren), you will want to continue reading!  This week we discuss the California parent-to-child exclusion (grandparent-to-grandchild) and what that means for your property taxes.

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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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Monday, August 6, 2018

Back-to-School Checklist: A Reminder to Reassess your Financial Planning (Part 1)

Back-to-school season is all about fresh starts!  Inspired by the importance of preparation in starting a new school year, we have provided a two-part checklist that will help you and your family prepare for the future! Read more for Part 1!

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Wednesday, July 25, 2018

Three Critical Legal Documents Every Parent of a College Student Should Get in Place As Soon As Possible


The National Law Review, Ben Leonard, Esq.

As a soon-to-be college freshman many years ago, I was preoccupied with selecting roommates, finding bacteria-resistant shower shoes, and dreaming about the incredible freedom my 18-year-old adult self would have. Of course, it never occurred to me that it would have been prudent to have certain legal documents in place to make sure my parents could intervene on my behalf if I were injured, ill or incapacitated while I was away at school. This never occurred to my parents either! In fact, my mother and father did not fully appreciate that when I turned 18, at least in the eyes of the law, they no longer had any dominion over me.



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Friday, June 15, 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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Monday, May 21, 2018

Celebrity Estate Planning Mistakes

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


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Monday, May 7, 2018

I Do…But First Sign Here: Prenuptial Agreements, Postnuptial Agreements, Cohabitation agreements

 

Are you and your significant other considering a prenuptial, postnuptial or cohabitation agreement?  If so, this week's blog gives a quick and informative look into these three types of agreements!


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Friday, April 27, 2018

Avoiding Entrepreneurial Burnout

 

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


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Thursday, March 29, 2018

Estate Planning Questions Everyone Should Ask Themselves

Some common questions to consider, whether you're new to estate planning or have a comprehensive plan in place...


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