Recent Posts in Financial Planning Category

When a Professional Fiduciary is Advisable and Why

Many have never heard the term "professional fiduciary" before, but professional fiduciaries are fairly common in estate management in California today. A professional fiduciary is an ...
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Premarital Agreements - Before and After

Estate planning is not usually the first thing that comes to mind for those about to enter into a marriage, but planning out financial matters ahead of time can have a positive impact on a marriage. ...
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Financial Planning for your Estate Plan

You have an Estate Plan, now what? Congratulations! You have taken the steps to create an Estate Plan. You’ve documented your wishes on what to do with your assets, who they will go to, and when ...
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