March 17, 2024

How to Refresh Your Financial and Estate Plans This Spring

As the chill of winter gradually gives way to the warmth of spring, it’s not just our homes that could use a thorough cleaning and refresh. Spring is the perfect time to rejuvenate other aspects of our lives, including our financial and estate planning. Just as we declutter our living spaces, it’s important to tidy up and organize our financial affairs to ensure a smooth and secure future. Here’s a comprehensive checklist to guide you through the process of spring-cleaning your financial and estate planning affairs.
January 22, 2024

Embracing Love Beyond Valentine’s Day

In the month of February, many hearts turn to Valentine’s Day, a celebration synonymous with love, roses, and sweet gestures. In my home, while the calendar […]
January 15, 2024

Top 10 Traits California Financial Planners Should Seek in an Estate Planning Lawyer 

Affluent individuals tend to have particularly high standards for their service providers, and the financial planners who manage their wealth need experienced and trusted estate planning lawyers as part of their team. These legal partners must possess not only the highest technical proficiency but also an understanding of the nuanced dynamics of the super-rich.
December 17, 2023

Passing Down More Than Just Ornaments

I love decorating for Christmas! The twinkling lights, the festive ornaments, and the scent of fresh pine evoke cherished memories and create a magical atmosphere. It […]