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 acknowledges the day of…
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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.
Debunking Estate Planning Myths: Addressing Common Estate Planning Myths
Misconception: If it’s published on the internet, it must be true. In today’s world, with so much information out there, it’s easy to fall into the trap of misinformation. On…
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 allows me to spread…
Actors and the Jackie Coogan Law
Navigating Unique Estate Planning Needs: Actors and the Jackie Coogan Law If a manufacturing company employed a small child, the executives might go to prison. An entertainment company could make…
Passing Down More Than Just Ornaments: The Importance of Planning for Sentimental Items
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 allows me to spread…
2023 Top 10 Reasons to Review your Estate Plan this Holiday Season
1. Ensure your assets are properly titled in the name of your trust and that your beneficiary designations are consistent with your estate plan. Proper titling is the foundation of…
Early Detection, Early Planning: Recognizing the Early Warning Signs of Alzheimer’s
Did you know November is Alzheimer’s Disease Awareness Month? According to the Alzheimer’s Association, 1 in 9 adults in the U.S. age 65 and older have Alzheimer’s, and 1 in…
Unleash Happiness: Include Your Pets in Your Estate Planning
A wet nose, unconditional love, and an incredible bond — adopting a dog from a shelter is not only a compassionate choice to save a life but also a decision…
Top FIVE Tips: What Financial Planners Should Look for in Referrals to Estate Planning Lawyers
Affluent individuals expect the highest standards from their service providers, and financial planners managing their wealth need experienced estate planning lawyers on their team. These legal partners should not only possess top-tier technical skills but also understand the nuanced dynamics and elevated expectations of the super-rich.
Cherishing Memories and Lifelong Connections: Be True to Your School
“So be true to your school now, Just like you would to your girl or guy, Be true to your school now, And let your colors fly!” –The Beach Boys,…
Family Fun – Make Memories for Generations to Come
August tends to be when many take one last vacation or getaway before back-to-school season returns — in fact, the entire month is known as Family Fun Month. Creating memories…
