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Choosing a College and Career

How do you help guide your children to the right college and career? For some, the right college is the highest ranked college - Stanford, Yale, UC Berkeley, and nothing else will do. For some, it’s a small private college. For some, it’s a large state college. And for some, it's whatever school will take my kid. Shouldn’t the choice be based on what college will put her in the best position…

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Estate Planning Summer Checklist

We get busy this time of year as families get ready for summer vacations. Here is an Estate Planning Checklist to review before your trip. 1. Living Trust.  Do you have one? Is it up to date? Successor Trustees. Are your successor trustees (the people who will manage your money and assets if you become incapacitated or pass away) still the ones you want? Or does your living trust name your neighbor…

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