Learning to Flourish, Even in a Financial Crisis

4 Tips for Talking About Estate Planning With Your Family Over the Holidays

  4 Tips for Talking About Estate Planning With Your Family Over the Holidays  With COVID-19 still raging, your 2020 holiday season may not feature the big family get-togethers of years past, but you’ll still likely be visiting with loved ones in some fashion, whether via video chat or in smaller groups. And though the … Read more

Silverado Fire Sparks Digital Transformation

On Mon, my family joined the 100K ordered to evacuate as Southern California’s  Silverado Fire approached. Driving to safety, I couldn’t help but think of everything we’d left behind…all our memories – art, books, family albums, heirlooms passed down through four generations…things my wife and I collected and curated during our life together… Then I … Read more

What the Netflix Series Tiger King Can Teach You About Estate Planning-Part 2

Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy, and a missing millionaire may seem too outrageous to have any relevance to your … Read more

What the Netflix Series Tiger King Can Teach You About Estate Planning-Part 1

Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy, and a missing millionaire may seem too outrageous to have any relevance to your … Read more

A Tragic Oversight—Kobe Bryant’s Youngest Daughter Mistakenly 
Left Out of Family Trust

In January, we reported how the deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Gianna, in a helicopter crash demonstrated the vital need for estate planning for people of all ages. At the time, little was known about the planning strategies Kobe had in place to protect and preserve his estimated $600 … Read more

Is It Time to Go Solo(preneur)?

There’s nothing like a major change in the economic climate to make you rethink your day job. “Business as usual” currently means a large element of uncertainty about what the future holds for your working life. Whether you’ve lost your job, had your hours cut, or have seen these things happen to people you know, … Read more