Building Your Team - Update
All of us have a team to help us through life - professionals, family members, friends, etc. As we age, we should think more formally about that team and what we need from them.
October 19,2023 09:18 AM - Comment(s)
Fiduciary Care in Different Cultures
Different cultures approach aging, elder care and generational wealth in their own way. In a multicultural community like the Bay Area, fiduciaries and other professionals need to be sensitive to their clients' community expectations and norms.
October 19,2023 08:29 AM - Comment(s)
The Right to Folly
All of us have the right to make dumb decisions. But how about individuals with limited capacity? To what extent do family, friends or caregivers have the right to overrule their decisions in their best interest?
February 17,2023 10:39 AM - Comment(s)
The Virtues of Simplification
Financial simplification is a gift not only to you but to anyone who will have to make sense of your estate or trust. It's helpful to "Marie Kondo" your financial house as much as possible!
November 06,2022 09:54 AM - Comment(s)
What is a Donor-Advised Fund?
A lot of financial institutions are pushing clients hard into Donor-Advised Funds. When do they make sense and when are you better off using other strategies?
June 16,2022 01:44 PM - Comment(s)