California real estate appreciates faster than real estate in most other states, and for that reason, it’s more likely to form the largest part of a homeowner’s total estate upon death. However, real estate is vulnerable in ways that other forms of generational wealth are...

California real estate appreciates faster than real estate in most other states, and for that reason, it’s more likely to form the largest part of a homeowner’s total estate upon death. However, real estate is vulnerable in ways that other forms of generational wealth are...

California real estate appreciates faster than that in most other states, and because of that, is more likely to form the largest part of any homeowner’s total estate upon death. However, real estate is vulnerable in ways that other forms of generational wealth are not...

As 2023 turns over to 2024, you may be thinking about resolutions. Exercise more. Lose weight. Learn a new skill. But studies show that more than half of people who make New Year resolutions fail to keep them. Here are some tips for making the...

The holidays can be a perfect time to bring up conversations around end-of-life, inheritance, and estate planning, if you do it right. But, asking your relatives how they want their money handled when they die might not go over well while opening presents or carving...

Last week we looked at four different ways to lower your tax liability for 2023. In this week’s blog, we discuss four more tax-saving methods you can use right now to owe fewer taxes come April 2024. Read more…

It might seem early to think about your 2023 taxes, but it's the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Read more…

When I was a kid, I would tag along on my mother’s trips to the grocery store. She could calculate, to within a couple dollars, the total cost of a full grocery cart overflowing with cereal boxes, potato chip bags, and toilet paper. She’d grown...

If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because intellectual property is intangible, it’s often overlooked in estate planning.

As the needle of acceptable behavior moves, many ideas that were once widely held are now being examined. It’s a process in which a lot of us – most, if not all, of us – will stumble and get caught up in our old ideas....

Before you jump down my throat, I loved the Barbie movie. But it just so happens that I’m rewatching the HBO series Big Love right now, and I’ve got to say that it strikes chords that Barbie just can’t. Barbie just doesn’t or can’t savor...

Financial health is a crucial component of overall wellness, and a sound estate plan is the end goal of any financial plan – whether that plan is you and a spreadsheet after the kids are tucked in, or a fully managed wealth portfolio. You are...

If you’re getting together with family this summer, time could be ripe for a discussion about family legacy. Do mom and dad have plans for the family home? Is there joint planning that could be done to finance all the grandchildren’s education? Do mom and...

When you go couch diving, what do you find? For me, it’s mostly crumbs and occasionally my phone, having slipped out of my pocket. For Aretha Franklin’s children, it was her final wishes. The first page of Aretha Franklin’s official will.   When the Queen...

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely someone you’d consider. At this year’s Berkshire Hathaway annual shareholder meeting, Buffett shared several pieces of financial advice but also provided insights on the importance of personal growth...

I struggle to admit how much of my life has been guided by emotions around money. Some of my earliest memories are of having less – less than my cousins, less than my neighbors, less than my classmates. I acquired shame around what I had...

Cookie-cutter plans just don’t cut it for LGBTQ+ families. This week, we’re exploring two more reasons why it’s essential for LGBTQ+ families to have custom estate planning.

While the legalization of same-gender marriage and increased recognition of LGBTQ+ families has made LGBTQ+ rights more visible than ever before, there is still a large gap in estate planning for LGBTQ+ individuals that could leave your loved ones with a big mess.