Ok gang, it is early November. Veteran’s Day is here. Thanksgiving is on the way. And, in California, we’re literally on fire 🙁 In the blink of an eye, a town in Northern California is reduced to ashes. Thousands received the call to Evacuate. Per It is devastating. In Southern California, a fire jumped the […]
Last week we discussed estate planning. An important issue of estate planning is naming beneficiaries. Beneficiary designations are often overlooked, as we can presume that it is covered within the will/trust itself. Today, let’s consider the reasons to uncover the accounts that typically ask you to designate a beneficiary and what to think about when designating
Beneficiary Designations Read More »
The estate planning process can seem ominous, confusing and for many, we stop here. Learning how to prepare for estate planning from a layperson’s perspective can help unravel the process and provide you with information to proceed with more confidence. Today in America, approximately 60% of Americans have not created a will/trust. What does this
Prepare for Estate Planning – Layperson’s Perspective Read More »
Way back before “contingency plans” were discussed, my attention was drawn to the need to have an understanding of what a team member did, due to serious illness. My creation of “step-in readiness” was born! It’s funny now to look back at those times and see how it impacted my business life and personal life.
