Help Us Help Kids’ Turn San Diego Today I’d like to invite you to an event hosted by a nonprofit that’s near and dear to our hearts: Kids’ Turn San Diego. This organization helps children who’ve experienced parent separation lead happy, healthy lives, so please join us on Saturday, June 1 at 6:10 p.m. at […]

While most people assume only the uber wealthy need to worry about asset protection, those with less wealth and fewer assets may be at an even greater risk. For example, if you’re a multi-millionaire then a $50,000 judgment against you might not be that big of a burden. But for a family with a modest income, […]

Selecting a guardian is not a decision that can be made lightly. You probably already know this, but good intentions alone aren’t enough to safeguard your children’s future. Today I’d like to share six common, yet critical, mistakes people make when assigning guardianship, so that you can avoid these missteps when the time comes to […]

Nobody likes to admit they’ve fallen for a financial scam, but the fact is, it’s easier than ever to get caught up in one. This is especially true in today’s all-digital world, where practically every shred of data related to your personal and financial background can be found online.  While no one is forcing you to […]

​When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff when they die. And these people aren’t wrong.  Indeed, putting strategies in place to protect and pass on your wealth and other assets is a fundamental part of the planning equation. However, providing for […]

In the first part of this series, we discussed a couple of the most critical updates you must make to your estate plan if you’re getting divorced. Here, we’ll cover the last three of these must-do planning tasks.  Because getting divorced can be overwhelming on so many different levels, updating your estate plan often takes a […]