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December 2015 Newsletter When it comes to family, money, and death, it’s hard not to feel emotional. And while emotion can be a great motivator for helping us act, it can also cloud our judgment or prevent us from making decisions that are best for ourselves or our loved ones. -
Fall 2015 Edition Newsletter We had the best time at the 12th Annual Orange County Children's Book Festival. The Orange Coast College Foundation invited me to be their guest and sign copies of Good Parents Worry, Great Parents Plan. My kids completely took over my booth and were getting everyone to buy the book and join our newsletter. I've never seen such a great sales team in my life! I was so proud of them and thoroughly enjoyed watching them fight over whose customer was whose first. -
August 2015 Newsletter We had so much fun visiting Laura's alma mater—California State University Long Beach. We spoke through the CSULB Planned Giving Department to all of the parents at Camp Nugget, which is an awesome summer camp for children with disabilities. The best part was getting a personal tour of the camp and getting to see all of the kids having a blast. It was also fun seeing the old soccer field Laura used to play on back in the day. -
July 2015 Newsletter A will is one of the most basic estate planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition to a will is imperative -
May 2015 Newsletter Inherited wealth need not be “an albatross around the neck of the children” as Sting so succinctly put it recently when asked if he was leaving his wealth to his children. -
March 2015 Newsletter A healthy self-esteem and outlook in kids and teens can help them rise above the daily challenges they encounter in their journey into adulthood. Self-confident kids and teens have an easier time coping with issues and problems, as well as finding joy in their lives. People who have confidence also retain a more positive outlook on life in general. -
February 2015 Newsletter Life moves fast – especially here in Orange County. In our fast-paced day to day, our communication with our children can become primarily instruction giving – get your shoes on, grab your lunch box, head for the car, etc. -
January 2015 Newsletter If you and your spouse die before your children reach adulthood, a guardian is the person you designate to take care of your minor children as well as handle their finances. Sometimes people decide to split the roles – one guardian to raise the children and another to handle the finances -
New Year's Edition 2015 A person who turns 65 today has a 70% chance of needing some type of long-term care at some time in their remaining years, according to the U.S. Department of Health and Human Services. On average, women will need 3.7 years of long-term care and men will need 2.2 years of care. Only 20% will need care for longer than five years. -
November 2014 Newsletter Embrace the spirit of the holiday this year by adopting a new tradition that highlights gratitude, giving, and community (and have fun doing it). -
October 2014 Newsletter Her will was made public a mere 10 days following her death because her children plan to auction off her artwork this fall. As a resident of New York, Bacall’s estate will be subject to both state and federal estate taxes. A trust left to her by Bogart will also be subject to tax based on its valuation. -
September 2014 Newsletter Every single adult needs to have an advance health care directive written, signed and in place. This includes your children, as soon as they turn 18. This includes you. This includes your parents.
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