Sonoma Sun


The well-oiled financial machine

Posted on May 27, 2019

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

Posted on April 29, 2019

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

Posted on March 1, 2019

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

Posted on October 21, 2018

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

Posted on May 26, 2018

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

Posted on April 28, 2018

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

Posted on March 19, 2018

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

Posted on February 11, 2018

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

Posted on December 11, 2017

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

Posted on November 11, 2017
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

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