Still hearing my parents’ voice… even in London
The Voice in My Head — A Different Kind of Legacy Hi friends, Greetings from London! Steve and I are here with the kids on a family adventure — siteseeing, getting lost in the markets, and soaking in all the history. As I’ve walked the streets of London with my kids, I seriously keep hearing […]
Expecting an Inheritance? Here’s Why You Need a Plan
We often think of inheritance as a transfer of money or property — but what we pass down includes so much more: stories, values, and even the voices of our parents echoing in our minds, reminding us to be careful, to save, and to protect what we’ve been given. While emotional legacy shapes how we […]
Off to London—But Still On the Job: Estate Planning for the Self-Employed
Desplácese hacia abajo para leer esto en español. Travel, Business, and Protecting Your Legacy The family and I are officially off to London! 🇬🇧✈️ While this trip is about making memories with my kids (and saying yes to lots of afternoon teas and sightseeing), I’ll still be working every day. I travel with a second […]
Why Every Self-Employed Individual Needs an Estate Plan
Header: Why Every Self-Employed Individual Needs an Estate Plan Being self-employed comes with freedom, flexibility—and a lot of responsibility. Whether you’re a solo consultant, a small business owner, or running a thriving practice, you’re likely used to wearing many hats. But one hat often overlooked? Estate planner. An estate plan isn’t just about distributing assets after death—it’s […]
¡Una victoria, un impulso y un gran acuerdo para Medi-Cal!
Desplácese hacia abajo para leer esto en español. We’re beyond honored to share that we’ve been named a 2025 Parenting OC Award winner—again! 🏆❤️ This recognition means so much to us because it comes from you—the families we have the privilege of serving every day. Thank you for nominating us, cheering us on, and trusting us […]
What the New Law Means for Seniors, Long-Term Care, and Special Needs Planning
The new One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, includes several important changes that could impact seniors, individuals with disabilities, and their families — especially those planning for long-term care, Medicaid, and special needs trusts. Here’s what you need to know: Key Changes to Medicaid for Long-Term Care If you […]
Feeling Rich at 41
Desplácese hacia abajo para leer esto en español. A Very Happy Birthday, Indeed ❤️ Hi friends, Last week I can’t believe it, but I turned 41! As I took a moment to pause and reflect on the year behind me, I couldn’t help but feel incredibly rich, not necessarily in the traditional sense, but because of […]
Estate Planning That Expresses Who You Are: 5 Things to Talk About with Your Family
You intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom? Ensuring that you successfully pass all of this along may call for a family meeting to discuss your finances, your legacy, and your core principles. Most families lead busy lives, with many relatives seeing one another […]
What Are You Wishing For?
Desplácese hacia abajo para leer esto en español. I recently heard a poem written by a 14-year-old—wise far beyond his years—and I haven’t been able to stop thinking about it. Over the last decade, I’ve sat with many people nearing the end of life or reflecting on a long life lived. Almost without exception, they share some […]
Who Won the Great Team Showdown?
Desplácese hacia abajo para leer esto en español. Team Fun at Dave & Buster’s 🎯 Every quarter, we make it a point to step away from the office and have a little fun together as a team. We spend a lot of time talking with clients about incapacity, planning for the future, and sometimes supporting people […]