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  • November 2016 Newsletter With the holidays right around the corner, many of us are looking forward to celebrating our favorite family traditions. But have you ever thought about having family “financial” traditions
  • January 2016 Newsletter Dividing up your estate among offspring can be a tricky business. Remember what happened to King Lear.
  • 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.
  • 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
  • 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.
  • 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.
  • Back to School Edition 2014 Newsletter As hard as it is for all of us to “plan” for our deaths, doing so is one of the best things you can do for your family. Adding to their grief and pain by giving them no clue as to where to find your personal and business paperwork should not be a memory you leave behind.
  • August 2014 Newsletter If you own real estate, chances are you have purchased insurance to protect your assets against damage or loss. But have you taken the necessary steps to protect your assets against lawsuits or probate?
  • Summer 2014 Edition Newsletter Chances are if you are an entrepreneur, you have a little “issue” when it comes to controlling everything about your company — in other words, you find it hard to trust others when it comes to your "baby."