Oct 03

Don’t Miss Our Upcoming Lunch and Learn Event-You’re Invited

By Amy Hsiao

What is a will? Today I’ll answer this important question for you. Basically, a will is a document that states how your assets get distributed and who’s in charge of making that happen after your death. However, a will does not apply to assets where you have a surviving joint owner or a living beneficiary designated. To learn more about how wills work, watch this short video.

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Sep 30

Is Platonic or Co-Parenting Right For You?

By Amy Hsiao

With societal attitudes about love, marriage, and parenting constantly evolving, our perception of what constitutes “family” is becoming more and more flexible. As family structures become more varied, we’re learning that when it comes to raising children, the marital status, gender, and even relationship status of the parents matters less and less. What children need most […]

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Sep 23

Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased

By Amy Hsiao

When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it evokes, not the thing itself.  For the founder and CEO of […]

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Sep 19

Who Makes Your Medical Decisions for You When You Can’t?

By Amy Hsiao

What is a will? Today I’ll answer this important question for you. Basically, a will is a document that states how your assets get distributed and who’s in charge of making that happen after your death. However, a will does not apply to assets where you have a surviving joint owner or a living beneficiary designated. To learn more about how wills work, watch this short video.

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