Every year about this time, my CPA friends and associates stock up on midnight oil and drop out of sight. This is their busy season, after all. You can help them manage things by not giving them all your tax stuff at the last minute. This will also help you help yourself, too. By not […]
https://www.calilaw.com/wp-content/uploads/2014/03/Legacy-Planning-91024.jpg6980CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2015-03-03 22:57:132015-03-03 22:57:13Beneficial Beneficiary Benefits ... Say That Three Times Fast!
As our lives become increasingly intertwined with the internet, more and more of our assets are developing in, or converting to, the digital world. We own email accounts, domain names, hosting accounts, blogs, social media accounts, cloud storage, apps, ebook libraries, and more. As such, a big part of my job is educating clients on […]
https://www.calilaw.com/wp-content/uploads/2014/03/Digital-Security-91024.jpg7180CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2015-02-24 18:16:132015-02-24 18:16:13Preserving Your Digital Legacy Just Got Easier
When people learn what I do for a living they often tell me, “I know I need to get an estate plan in place for my family.” When I hear that, I get excited. I talk to them about why planning is so important, just how easy it really can be, and all the cool […]
https://www.calilaw.com/wp-content/uploads/2014/01/father-and-son.jpg6980CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2015-02-17 21:29:052015-02-17 21:29:05"To know and not to act is not to know" -Chinese proverb
As far as estate planning goes, many people have the misconception that trusts are only for the wealthy while wills are for everyone else. But that couldn’t be further from the truth. You don’t need to live in a mansion or own a fancy yacht to benefit from having a trust. The fact is, a […]
https://www.calilaw.com/wp-content/uploads/2014/03/Family-Values-91024.jpg6880CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2015-02-10 19:44:042015-02-10 19:44:04Good Reasons to Establish a Trust (and Being Rich Isn't One of Them)
James Brown recorded 16 number-one singles on the Billboard R&B charts including his signature song, “I Feel Good.” Unfortunately, no one is feeling good about the nearly decade-long battle still raging over his estate which began after his death on Christmas Day, 2006. The majority of Brown’s estate – estimated to be in the tens […]
https://www.calilaw.com/wp-content/uploads/2014/01/inheritance.jpg7080CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2015-02-04 19:38:082015-02-04 19:38:08Fighting Does NOT Feel Good
“Black Heirlooms” has not received any Oscar nominations even though it is filled with award winning lessons about family. The film was made by 32-year-old Amanda Brown, whose grandmother’s long-term illness ripped her once close-knit family apart for lack of long-term care planning. Profiled recently in the New York Times, Brown’s film is “about the […]
https://www.calilaw.com/wp-content/uploads/2014/03/Wills-and-Trusts-91024.jpg6980CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2015-01-30 18:44:462015-01-30 18:44:46"And the Estate Planning Oscar Goes To..."
Beneficial Beneficiary Benefits … Say That Three Times Fast!
Beneficiaries, Estate Planning BlogEvery year about this time, my CPA friends and associates stock up on midnight oil and drop out of sight. This is their busy season, after all. You can help them manage things by not giving them all your tax stuff at the last minute. This will also help you help yourself, too. By not […]
Preserving Your Digital Legacy Just Got Easier
Asset Protection, Digital Estate Planning, Estate Planning BlogAs our lives become increasingly intertwined with the internet, more and more of our assets are developing in, or converting to, the digital world. We own email accounts, domain names, hosting accounts, blogs, social media accounts, cloud storage, apps, ebook libraries, and more. As such, a big part of my job is educating clients on […]
“To know and not to act is not to know” -Chinese proverb
Estate Planning, Estate Planning BlogWhen people learn what I do for a living they often tell me, “I know I need to get an estate plan in place for my family.” When I hear that, I get excited. I talk to them about why planning is so important, just how easy it really can be, and all the cool […]
Good Reasons to Establish a Trust (and Being Rich Isn’t One of Them)
Estate Planning Blog, Trusts, Wills vs. TrustsAs far as estate planning goes, many people have the misconception that trusts are only for the wealthy while wills are for everyone else. But that couldn’t be further from the truth. You don’t need to live in a mansion or own a fancy yacht to benefit from having a trust. The fact is, a […]
Fighting Does NOT Feel Good
Estate Planning, Estate Planning Blog, FamilyJames Brown recorded 16 number-one singles on the Billboard R&B charts including his signature song, “I Feel Good.” Unfortunately, no one is feeling good about the nearly decade-long battle still raging over his estate which began after his death on Christmas Day, 2006. The majority of Brown’s estate – estimated to be in the tens […]
“And the Estate Planning Oscar Goes To…”
Estate Planning, Estate Planning Blog, Family, Long-term Care“Black Heirlooms” has not received any Oscar nominations even though it is filled with award winning lessons about family. The film was made by 32-year-old Amanda Brown, whose grandmother’s long-term illness ripped her once close-knit family apart for lack of long-term care planning. Profiled recently in the New York Times, Brown’s film is “about the […]