My daily goal is to be a better father today than I was yesterday. Some days I feel like I achieve it. Most days I don’t. But after opening my homemade Father’s Day cards and gifts this year, I decided to put pen to paper (actually, fingers to keyboard) as I reflected on the many […]
CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2014-06-16 18:12:072014-06-16 18:12:07Father's Day Reflections
A new study by the Boston College Center on Wealth and Philanthropy found that the greatest wealth transfer in history is currently underway, with more than $59 trillion passing to heirs, charities and Uncle Sam between now and 2061. The majority of this wealth — $36 trillion — is passing directly to heirs and another […]
https://www.calilaw.com/wp-content/uploads/2014/03/Estate-Planning-91024.jpg6980CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2014-06-09 21:38:512014-06-09 21:38:51Greatest Wealth Transfer in History Underway - What's Your Plan?
It sounds crazy, I know. An Estate Planning attorney who actually hates the words “estate planning”? Just hear me out. I hate estate planning because it conjures up the image of a bunch of stuffy, old lawyers sitting around a giant conference table, scheming about who’s going to kick the bucket next and how to […]
One of the most striking aspects of the recent opening of the National September 11 Memorial & Museum is the voice recordings left on the phones of the victims’ families of their last messages to loved ones. We hear so many stories of family members who keep voicemails and answering machine messages for years after […]
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.jpgCaliLaw2014-05-27 17:06:562014-05-27 17:06:56Your Legacy Should Be More Than Just Money
Most parents love their children unconditionally and want to do whatever they can to smooth life’s rough patches for them. But that unconditional love doesn’t necessarily mean parents should unconditionally trust their children when it comes to leaving a hefty inheritance. Here are some smart ways parents can pass their love along while still protecting […]
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.jpgCaliLaw2014-05-19 18:47:342014-05-19 18:47:34Unconditional Love Doesn't Have to Mean Unconditional Inheritance
Did you know that the best-selling item at Walmart is bananas? It’s true, and has been for several years. So the next time you need a great price on your favorite yellow fruit, go ahead and make a trip to Walmart. But steer clear of the world’s largest retailer when you need a will or […]
https://www.calilaw.com/wp-content/uploads/2013/11/img3.jpg7080CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2014-05-12 18:54:382014-05-12 18:54:38Go to Walmart for Bananas, Not Estate Planning
Father’s Day Reflections
Estate Planning, Estate Planning Blog, Legacy PlanningMy daily goal is to be a better father today than I was yesterday. Some days I feel like I achieve it. Most days I don’t. But after opening my homemade Father’s Day cards and gifts this year, I decided to put pen to paper (actually, fingers to keyboard) as I reflected on the many […]
Greatest Wealth Transfer in History Underway – What’s Your Plan?
Estate Planning, Estate Planning Blog, Legacy PlanningA new study by the Boston College Center on Wealth and Philanthropy found that the greatest wealth transfer in history is currently underway, with more than $59 trillion passing to heirs, charities and Uncle Sam between now and 2061. The majority of this wealth — $36 trillion — is passing directly to heirs and another […]
I Hate Estate Planning
Estate Planning, Estate Planning BlogIt sounds crazy, I know. An Estate Planning attorney who actually hates the words “estate planning”? Just hear me out. I hate estate planning because it conjures up the image of a bunch of stuffy, old lawyers sitting around a giant conference table, scheming about who’s going to kick the bucket next and how to […]
Your Legacy Should Be More Than Just Money
Estate Planning Blog, Legacy PlanningOne of the most striking aspects of the recent opening of the National September 11 Memorial & Museum is the voice recordings left on the phones of the victims’ families of their last messages to loved ones. We hear so many stories of family members who keep voicemails and answering machine messages for years after […]
Unconditional Love Doesn’t Have to Mean Unconditional Inheritance
Estate Planning Blog, InheritanceMost parents love their children unconditionally and want to do whatever they can to smooth life’s rough patches for them. But that unconditional love doesn’t necessarily mean parents should unconditionally trust their children when it comes to leaving a hefty inheritance. Here are some smart ways parents can pass their love along while still protecting […]
Go to Walmart for Bananas, Not Estate Planning
Estate Planning, Estate Planning BlogDid you know that the best-selling item at Walmart is bananas? It’s true, and has been for several years. So the next time you need a great price on your favorite yellow fruit, go ahead and make a trip to Walmart. But steer clear of the world’s largest retailer when you need a will or […]