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Blog

Welcome to the insight Blog, which highlights thoughts and articles concerning a wide range of topics including estate planning, financial planning and management, life stages, and inspiration.

Feeling the Urgency to Get to Estate Planning

COVID-19 has upended our plans and shifted our priorities.  One task that has climbed up on the to-do list is to get to the estate planning that many have wanted to work on, but there were countless reasons why it remained undone.  In recent weeks, many have...

Combining Finances in a Second Marriage?

Often, couples are not aware of what legally happens to finances when one marries.  This is important information to be aware of especially in California, a community property state. Additionally, there is important information to be aware of when one enters a second...

Whether to Discuss Inheritances with Adult Children

The linked article touches on whether one should discuss plans specifically with adult children.  This will vary for a number of reasons including what is the nature of the relationship and privacy concerns.  However, it is usually helpful to inform adult children...

When One Spouse Handles Money

This piece is helpful because although it is natural for one spouse to be the usual go-to for a variety of household tasks, in the area of finances, it is extremely important that the lesser involved spouse has a general understanding of where accounts are kept, the...

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