Estate Planning

Successful men and women in California know that planning and preparation are critical ingredients in the recipe for success, so it should come as no surprise that preparation is also the key to maximizing that success for the greater good. People chart their course...

People in California may have seen a recent financial news article in Forbes, which discussed the issue of inheritance. Specifically, Forbes explained how people in the Baby Boomer generation may actually be leaning against leaving assets to their children when they...

People in California know that the only constant in life is change. People's lives change in some way each and every day, whether they realize it at the time or not. Some of these changes are obviously bigger than others, and some of them require a great deal of...

California residents likely read and hear about the different mistakes people can make in their estate plan. For some Californians, the biggest mistake may be in simply not having an estate plan. Unfortunately, people who fall into these common traps may have their...

People in California lead busy lives, and most people like it that way. Not knowing what the day has in store can be an exciting and fulfilling way to live, but everybody still needs to take some time to reflect on the big picture. Part of getting the most enjoyment...

People know that California is home to the largest and most progressive technology corporations in the world, so it's no surprise that what happens in California today could set the standard for the rest of the United States for years to come. The rapid growth and...

People in Hollywood and across the country were shocked and saddened by the sudden passing of one of the world's most talented and prolific actors. Philip Seymour Hoffman's untimely death brought national attention to the spreading epidemic of heroin addiction, but...

Most people in California have probably daydreamed about one day stumbling upon a treasure chest or finding a lottery ticket, but for one couple in Northern California, this dream-like scenario actually came true. The couple was out walking their dog one afternoon...

People in California may have seen an interesting article in the Wall Street Journal several weeks ago about a family, their differing personalities and their differences in their approach to financial planning. It's a story that plays itself out in millions of...

People in California know that making wise financial decisions and planning for the future are two of the cornerstones of continued prosperity, but sometimes actually doing these things can be a challenge people are reluctant to take on. Not everyone is a financial...