Family Meetings Matter

Aging is our challenge and our privilege. Our friends or family are of great comfort as we get older, and yet we still may encounter obstacles. Family meetings are considered a major source of ongoing communication. While it is common to delay conversations and discuss wishes, the reality is that death or incapacity can come at any time. Continue reading

Giving the Gift of Life After Life – It’s a Choice

Many people with estate plans detail how they want any of their assets distributed after they die. In general, most designate any remaining funds, real estate, and other valuables to beneficiaries, which may include relatives, friends, institutions or other organizations. Continue reading

Securing Your Documents and Electronic Accounts, Securing Your Wishes

The Community Link, a newspaper serving eastern Ventura County, published “Securing Your Documents and Electronic Assets, Securing Your Wishes” in the October 2017 issue. The article is published in its entirety below, or see Community Link, and scroll through to page 10. While we’re Continue reading

Where There’s A Will, There’s A Way — Celebrity Estate Missteps

The Community Link, a newspaper serving eastern Ventura County, published “Where There’s A Will, There’s A Way — Celebrity Estate Missteps” in the September 2017 issue. The article is published in its entirety below, or see The Community Link, September issue – page 11. Other than Continue reading

Four Questions CPAs Should Ask Clients When Planning For The New Year

CPAs are a vital part of a client’s team of trusted advisors. CPAs can work with estate planning professionals to help clients achieve both their short- and long-term financial, estate and charitable planning, as well as compliance and governance needs. Here are four estate planning Continue reading