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Planning Thought: Choosing a Fiduciary May 22, 2019 Attorney Stuart Bear gave a presentation at the 2019 Heckerling Institute on Estate Planning titled “Why Can’t My Brother-in-law Bob be the Executor of My Estate?” He reviewed some of the important, practical considerations for choosing the best fiduciary to supervise the implementation of an... Click Here To Read More
Five Reasons for a Trust May 21, 2019 You might think that the doubling of the amount exempt from federal estate and gift tax ($11.4 million per person in 2019) would reduce the need for estate planning, given that so few families will now need to worry about this tax. But you would be mistaken in that thought because controlling estate... Click Here To Read More
Mythbusting: Women Investors May 21, 2019 Stereotypes are a lazy way of thinking, but they are all too easy to fall into. Some common stereotypes about women as investors is that they have less investment knowledge than men do, that they lack confidence in their decisions, and that they are more risk-averse than the men. Click Here To Read More
Retirement In Sight for May, 2019 May 17, 2019 Retiring with a Cash Reserve Many people want to enter retirement with a) investments that may have benefited from years of growth and compounding, b) a manageable debt position, and c) a cash reserve for emergencies. Just how large should that cash reserve be? There is no simple answer to that... Click Here To Read More
Retirement In Sight: April 2019 April 16, 2019 In Retirement, Your Spending Could Fluctuate Your retirement income strategy will almost certainly evolve. How much you spend will vary from year to year, and in some years, you will spend more on some things than others. Click Here To Read More


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