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Estate Planning

Estate planning is a crucial component of leaving a legacy. While it is easy to dictate how you use your assets while you are alive the story is entirely different once you pass. Our estate planning blogs will help you better understand how to make your wishes for your legacy a reality.

8 12, 2021

Effective Giving: Beyond Writing a Check

By |2021-12-08T20:52:35+00:00December 8th, 2021|Concentrated Investments, Estate Planning, Financial Planning, Tax Management|0 Comments

If you are considering giving, put away the checkbook and that debit card. There are better and more effective giving strategies out there. Intelligent giving meets your philanthropy goals and also allows for flexibility, control, maximum tax impact, and the ability to create a legacy. To give like Bill Gates [...]

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30 10, 2018

The Essential Estate Planning Checklist

By |2020-04-27T17:18:57+00:00October 30th, 2018|Estate Planning, Financial Planning|Comments Off on The Essential Estate Planning Checklist

This is an updated reprint of a post I created in early 2016. It is designed to help people easily understand what is in a proper estate plan, what each part does and how to prepare to create or update an estate plan. It is important to keep in mind [...]

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15 10, 2018

Sailboat Racing and Good Financial Planning Are a Lot Alike

By |2020-04-27T17:18:57+00:00October 15th, 2018|Entrepreneurship, Estate Planning|Comments Off on Sailboat Racing and Good Financial Planning Are a Lot Alike

October is here and for sailboat racing fanatics like me, it signifies the end of the sailboat racing season on the San Francisco bay. As an avid sailboat racer and a Certified Financial Planner®, I wanted to share my thoughts on how a successful personal financial plan and a well-executed [...]

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10 10, 2017

Wildfires: Small Business – Big Hearts

By |2020-04-27T17:19:29+00:00October 10th, 2017|Entrepreneurship, Estate Planning|Comments Off on Wildfires: Small Business – Big Hearts

As I woke again this morning to the smoky haze covering San Francisco, I am reminded of my many friends in Napa and Santa Rosa affected by the current spate of wildfires that popped up suddenly Sunday night. My best wishes for their safety and security go out to all [...]

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27 02, 2017

Estate Planning: Don’t Die Trying

By |2020-04-27T17:19:30+00:00February 27th, 2017|Estate Planning|Comments Off on Estate Planning: Don’t Die Trying

Estate planning isn't difficult but it is time consuming if you want to do it right. According to a new study by Caring.com, only 40% of Americans currently have an estate plan of any sort at all. What that means is that nearly 60% of adults in the US have [...]

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