The well-oiled financial machine
To have a fully functioning estate plan, you need to have coordination. The estate planner prepares the necessary legal documents,... Continue
Your parents’ trust doesn’t last forever
This week’s topic? Letting everyone know that it is NOT acceptable to simply leave assets in a trust when someone dies. For most... Continue
The follow-through
In my office, the average time that people say “I’ve been meaning to do this,” meaning preparing an estate plan, is three years.... Continue
Sell your collectibles now
There are many assets that are managed after someone dies: stocks, bonds, real estate and of course, personal property. By definition,... Continue
Taxes, taxes, taxes
The first question most beneficiaries ask when discussing the receipt of an inheritance is, “How much do I pay in taxes?” Even... Continue
The government’s will
Many potential clients I meet with tell me that they are not ready to create a will yet. For one reason or another, they are not able... Continue
Professional fiduciaries
When a client comes into my office, one of the first things we discuss is whether or not they have a trusted friend or family member... Continue
Acting vs. reacting
My dad told me that it is better to act than to react. Reaction is an action performed in response to a situation or event whereas... Continue
To gift or not to gift
That is the question. As Christmas time approaches, seemingly fast every year, I wanted to discuss gifting. No, not the re-gifting... Continue
Chapter 12: Blessed are the forgetful
The continuing saga of a beleaguered Sonoma mother of five on the trail of a missing emerald – the legendary Green Tara. Beatrice’s... Continue
