Archive for the ‘Family Wealth’ Category
Friday, February 8th, 2008
These are the 11 things you should ask before engaging an estate planning lawyer to help you plan for the well-being of your money, your family and your life.
Do you prepare a comprehensive plan for my kids’ care if something happens to me, ...
Posted in Family Happiness, Family Health, Family Wealth, estate planning | 1 Comment »
Thursday, February 7th, 2008
You probably can't imagine how the case of a multi-millionaire, fallen from grace pop star could have any application at all to you.
Well, you might be surprised to know that Britney's case has a lot of lessons for all of us, no matter how much money we have in the ...
Posted in Family Happiness, Family Wealth, Uncategorized | 2 Comments »
Thursday, January 31st, 2008
I'm in NYC again this week. Earlier in the week I taped a spot for Better TV and Parents.TV and met with a producer from the Today show! Super exciting!
Brian Wyatt, one of our Personal Family Lawyers in Sacramento, wrote an article on his blog about the increase in audits ...
Posted in Family Wealth | No Comments »
Thursday, January 24th, 2008
When I first went into business for myself, I had no idea how difficult the financial record keeping part of things would be. As an entrepreneur, it’s my least favorite part.
But, it’s also one of the most critical.
And, it’s something I overlooked for the first 3 years of my ...
Posted in Family Wealth, Personal Reflections | 1 Comment »
Thursday, January 17th, 2008
I had never given much thought to where I did my banking before I became a business owner. I banked with Wells Fargo because they had my home loan and gave me a better rate if I opened up an account with them. But, I dreaded having to ...
Posted in Family Wealth, Technology, Time Savers | No Comments »
Thursday, January 10th, 2008
It's the second week of 2008 - how are you doing on those resolutions?
I've had some calls from clients who were getting theirs taken care of, making sure corporation documents and estate planning documents were getting updated. Lots of new enrollments in our Family Wealth VIP Membership program to make ...
Posted in Family Happiness, Family Wealth | No Comments »
Thursday, January 3rd, 2008
My objective for 2008 is to provide you with more of what you need to build your family wealth.
And, I intend to make it more fun and entertaining for you than ever before.
I haven't exactly figured out how I'm going to do that, but don't be surprised if it involves ...
Posted in Events, Family Wealth | No Comments »
Wednesday, December 19th, 2007
My dad died a few years ago. The week after his death is a complete blur to me. Somehow, we arranged for his cremation and put together a memorial service at a Jewish funeral home near his house.
I have no idea how all of these arrangements were made. ...
Posted in Family Happiness, Family Wealth | 1 Comment »
Thursday, December 13th, 2007
It’s the end of the year and if you aren’t thinking about giving, you should be. And not just because it feels good to your heart, but because it will feel good to your pocket next April when you go to file your taxes.
This week and next week, I’m ...
Posted in Family Happiness, Family Wealth | No Comments »
Tuesday, December 11th, 2007
Growing up, my family didn't have much financial wealth. One of the impacts of that was that I knew I would have to go to an in-state, public school for college. My parents could not afford to send me out of state and I didn't really believe I could qualify ...
Posted in Family Wealth | No Comments »