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Blog Posts in Financial Planning

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  • When a Professional Fiduciary is Advisable and Why
    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 uninterested ...

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  • Premarital Agreements - Before and After
    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
    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 they ...

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