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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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8. You Can Give Your Children Divorce and Asset Protection

This is part 8 in my series, Estate Planning – What You Need to Know. Part 8 - You Can Give Your Children Divorce and Asset Protection. Of the thousands of clients I’ve worked with, most know how they want to distribute their assets when they die:  For married couples, it’s usually to the surviving spouse and then in equal shares to their children.  For a divorced client or widow, it’s usually…

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4. Why You Need Guardians If You Have Young Children.

This is part 4 in my series, Estate Planning - What You Need to Know. Why You Need Guardians if You Have Young Children. If you have young children, the most important part of your estate plan is naming the guardians to raise your children if something happens to you and your spouse. Typically, the guardians are named in the will. If the estate plan has a revocable living trust, the guardians…

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2. Who Needs an Estate Plan?

Here is part 2 my series entitled, Estate Planning – What You Need to Know. Who Needs an Estate Plan? If you have a family, a house or a business or you have assets you would like to pass down to certain people or charities, then you absolutely need an estate plan. An estate plan will make sure there are enough funds to take care of your spouse and young children, often…

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